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SPOTTED IN THE NEWS

Home Ownership Plans

3 March, 2025

Home Ownership Plans

Gain a better understanding of Canada’s government sponsored plans for supporting home ownership by downloading our timely new infographic.

Letter from Corrado Tiralongo

18 February, 2025

Trump - Reliably Unreliable

Trusting his word is like forecasting the weather with a magic eight ball - you'll get an answer, but don't expect it to be the same tomorrow.

Our Team


Peter Tavener, CFP®

Financial Planner

Daniel Tavener

Financial 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.
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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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