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Dwight Alguire, MBA, CFP®

Financial Advisor

Bryan Perry

Administrative Assistant

SPOTTED IN THE NEWS

Letter from Corrado Tiralongo

20 January, 2025

Navigating the Global Economic Landscape in 2025

In his Q4 2024 update, Corrado Tiralongo looks to 2025 and sees numerous challenges, including U.S. trade policies, structural issues in China and slow growth in the

Our Perspective

16 January, 2025

Elections Have Consequences

In his Q4 2024 update, Blair Setford highlights a strong year for equity investors, with records set across the globe.

9 January, 2025

2025 Money Dates

Here is a summary of all the important dates in 2025 to diarize in your annual financial planning calendar. This guide will help you...

Couple speaking with advisor

8 November, 2024

Is It Time to Transition Out of High-Interest Savings Accounts?

High-interest savings accounts have surged in popularity, but are these funds still the right place for your money? Discover why now is the time to reconsider your o

 

Market Monitor

Listen to insights from our market specialists  

 

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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