Building Your Future. One decision at a time.

Read More

View more

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

SPOTTED IN THE NEWS

Understanding Your Investment Performance

30 April, 2021

Understanding Your Investment Performance

Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes.

Program Commentary: Q1 2021 - Wayne Gillespie

22 April, 2021

Program Commentary: Q1 2021 - Wayne Gillespie

In his Q1 update, Senior Director Portfolio Strategist, Wayne Gillespie, discusses the three investment themes behind the global economic recovery

 

Subscribe to The Tavener Team E-Wealth Report List

 

Market Monitor

Listen to insights from our market specialists  

 

Our Team


Peter Tavener

Certified Financial Planner®

Daniel Tavener

Associate Advisor

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.
Learn More

The Cost of Advice

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

Contact Us

Don’t leave without giving us your number!
Get in Touch