Financial resources to enhance your knowledge

We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor.

Visit the link below for our Investment Strategy team's latest insights and perspectives, or call us to speak about your personal financial situation. We are here to help!

Client Webinars


Defining your investment goals is important because knowing what the money you are investing is going to be used for helps us narrow down the possibilities and choose investments that match the time frame you are working with. For example, if you’re going to need the money in a few months, then we will suggest a short-term investment to keep your money safe and liquid such as a high interest savings account, treasury bill, banker’s acceptance or cashable guaranteed investment certificate (cashable GIC). If your money is being invested with the goal to create a steady stream of income for you in the future when you want to stop working, whether this is a sabbatical, career change or retirement then we have many more options.

Daily Rate Sheet – ask us for our current rates!


Market Commentary from Raymond James

Click here for some recent news articles of interest that we have compiled.

Helpful links for Senior Services including applications for CPP, OAS and provincial government services

Our most commonly used forms