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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

25 October, 2023

Inflation and the U.S. Debt Ceiling

Taking on the biggest issues investors are talking about these days: inflation and the U.S. debt ceiling. In his Q3 update, Simon begins...

18 October, 2023

Inflation and the Worries of Investing

After the markets posted a strong first half fueled by the promise of Artificial Intelligence and falling inflation, the realities...

2 October, 2023

Three Managers and Their Approach to Buying Companies

In this four-minute video, you’ll hear from three of our investment specialists: EdgePoint Wealth Management, Brown Advisory, and Mawer...

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....

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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