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Mae-Claire Locke, B.Sc., EPC

Financial Advisor

Lavone McKnight

Mutual Fund Sales Associate

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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SPOTTED IN THE NEWS

31 August, 2023

Peace of Mind with Answers to Retirement’s “Three Big Questions”

Retirement success hinges on finding answers to “three big questions,” says IPC financial advisor Doug Hopkins of Milton, Ontario....

23 August, 2023

Why it Pays to Diversify Your Retirement Income Plan

There was a time when creating a retirement income plan was easy – simply invest in government bonds and sit back to collect the income...

16 August, 2023

Cash Management Options During Times of Volatility

With interest rates rising and uncertainty on inflation’s future, many investors are seeking ways to preserve and grow their cash reserves...

9 August, 2023

Secure Your Retirement Income with a Waterfall Investment Strategy

Are you on your way to building a retirement nest egg? Do you want an investment strategy that provides a lifetime of reliable retirement...

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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