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Our Team


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

Letter from Corrado Tiralongo

31 January, 2025

Trump, tariffs and the 51st state – Impacts and risks for Canadians

On U.S. President Donald Trump's first day in office, he threatened to impose 25% tariffs on goods from Canada and Mexico by Feb. 1. The re-emergence of tariffs as a

Money Facts 2025

24 January, 2025

Money Facts 2025

Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about these changes with our handy new Money Facts guide for 2025 and k

Letter from Corrado Tiralongo

20 January, 2025

Navigating the Global Economic Landscape in 2025

In his Q4 2024 update, Corrado Tiralongo looks to 2025 and sees numerous challenges, including U.S. trade policies, structural issues in China and slow growth in the

Our Perspective

16 January, 2025

Elections Have Consequences

In his Q4 2024 update, Blair Setford highlights a strong year for equity investors, with records set across the globe.

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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