by Melissa Rada | Oct 20, 2025 | Industry Insights
If you’ve walked downtown lately, you’ve likely noticed a shift. Long-standing businesses are closing their doors or changing hands. Some owners are retiring. Others are facing lease or mortgage renewals that alter the financial landscape of their operations. It’s a...
by Melissa Rada | Sep 27, 2025 | Financial Planning, Industry Insights
In this month’s Investors Corner article, we will share an actual planning case that we worked on from June 2024 to September 2025 with one of our current clients. We have removed the client names for Privacy, but the client’s have signed off on allowing us to use...
by Melissa Rada | Aug 27, 2025 | Community & Inclusion, Industry Insights
Join us for a day of golf, laughter, and community spirit as we raise funds for breast cancer research a cause that touches the lives of so many women and their families. This tournament is a celebration of the survivors who have faced the fight with courage, a...
by misty | Aug 24, 2025 | Financial Planning, Industry Insights
Every year, as summer fades and the mornings turn crisp, families everywhere shift gears for “back to school.” New schedules emerge. Colour-coded calendars fill up. Lunchboxes are prepped the night before. It’s a season of fresh starts and disciplined routines. It’s...
by Melissa Rada | Jul 25, 2025 | Financial Planning, Industry Insights
Picture This… Imagine you’re sitting across from a trusted advisor, and three envelopes are placed in front of you: The first envelope contains a cheque for $1,000,000 The second holds $900,000 The third, $800,000 Which would you choose? Most people...
by Melissa Rada | Jul 17, 2025 | Community & Inclusion, Industry Insights
And we couldn’t have done it without you. What began as a simple backyard gathering has grown into a truly powerful fundraising and networking event. And it’s all because of our caring and generous community. Three years ago, my wife and I invited family, friends, and...
