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SPOTTED IN THE NEWS

Our Perspective with Chief Investment Strategist Rana Chauhan

16 April, 2024

Keeping Your Investing FOMO and FUD in Check

In his Q1 2024 update, Rana notes that the financial markets have kicked off 2024 on a strong note, with the S&P 500 climbing approximately...

8 February, 2024

TFSA & RRSP 2024

Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial...

31 January, 2024

Money Facts 2024

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about...

24 January, 2024

Market Monitor: Our Investment Specialists Outlook for 2024

We recently sat down with nine of our top-ranked investment specialists at IPC Portfolio Services' Toronto Due Diligence conference...

 

Market Monitor

Listen to insights from our market specialists  

 

Our Team


G. Lee Mosley, CLU, EPC

Investment Advisor

Cindy Cleary

Administrative Assistant, Insurance And Benefits

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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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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