Newsletter January 2022

12 January, 2022

As Covid continued to disrupt our lives through the course of 2021, the reduction in travel did free up some time for Jamey and Dave to build on their skills and enhance our service offering. Both earned the Chartered Investment Manager (CIM) designation... Read more

Newsletter January 2020

24 January, 2020

As I ponder what to write, I look back fondly over the past 10 years. Yes, it was 10 years ago that I joined what was then known as Independent Planning Group. I know it is cliché to say these years have “flown by” but they truly have. It must be because... Read more

Newsletter April 2019

22 April, 2019

It seems like only yesterday we were taking down stockings and devouring the last drops of eggnog. For anybody who was paying attention to the stock market in December those last drops may have been infused with rum. 2018 ended on a very sour note wi... Read more

Newsletter January 2019

15 January, 2019

Canadian investors are weary and wary of domestic equities as they stayed cold. They fell short in 2017 and in 2018 we saw the TSX drop 11.64%.... Read more

Sandy Parsons is Retiring

24 July, 2017

It’s true. Sandy is retiring. The sentiments are bittersweet I’m afraid. While we congratulate Sandy for her 23 years of unwavering dedication we will miss her dearly. Sandy is both a mentor and friend.... Read more