Happy new year and welcome to 2021! Of course, each new year brings its own challenges. Remember, we are here to help you navigate the investing challenges in the year ahead whatever they may be.

We are pleased to include our latest issue of our newsletter. In this issue you’ll find lots of thought-provoking ideas about the financial and investing opportunities in our “new normal”:

  • It’s RRSP time. Have a look a some of the ideas in this issue and let’s discuss your plans well before the deadline.
  • Is it important that your investments align with your values? You’re not alone. Check out Page 4 to find out more. How about a portfolio review?

The new year is a great time to review your investing strategy and make sure you feel confident in your plans for the short and long term. If you’d like to schedule a review, please get in touch. We are happy to meet at your convenience.


If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.