News
Bank of Canada Rate Cut
On Wednesday, October 23rd, the Bank of Canada updated its monetary policy by cutting its policy interest rate by another ½ percent (50 basis points).
Annual Investment Review
The Annual Investment Review (AIR) provides market data for December and 2024, and a recap of the major economic events and releases of last year.
March 2025
Our Monthly Market Updates help you make informed decisions about your investments and strategy. Check back each month to stay ahead of the curve!
Recent Posts
COMING THIS FALL: Appointing a Trusted Contact Person
Starting this fall you will receive a mailing from our office asking you to consider appointing a Trusted Contact Person (TCP). This is a new security feature recommended by industry
GIC Clients From Scugog Financial
Brian J. Evans Financial Services Inc. (Evans Financial) has reached an agreement with Scugog Financial to take over the management of their deposit (GIC) client assets. Michael Konopaski and Megan
Blog
Perspective – Estate Process Part 5 : Preparing the Next Generation
Estate Process – Part #5 This may be the most important objective as you establish an estate process! Preparing the next generation. You have spent a lifetime providing for your
Perspective – Estate Process Part 4 : Practical Steps
Estate Process – Part #4 As the Estate process continues, consider some of these practical steps that may help achieve a desired & efficient transfer of estate assets. SOME PRACTICAL
Perspective – Estate Process Part 3 : Estate Issues & Action List
Estate Process – Part #3 In this third part of the series on the Estate Process we will start to outline some specific areas everyone should consider before it is
Perspective – Estate Process Part 2 : Estate Preparations
Estate Process – Part #2 Further to the last Perspective, this is the second in the series on Estate Planning issues everyone needs to prepare for. Since the beginning of
Perspective – Estate Process Part 1 : Estate Planning Process
Estate Process – Part #1 If there ever was a topic that most want to avoid…it is the planning process for the settlement of your estate. The reason for the
Perspective – Borrowing & Debt
April, 2021 “I didn’t even know what I needed until I went to the Mall!” We might laugh at that comment, albeit a little nervously! We all know that is
Perspective – What is Really Important in Life?
March, 2021 What is really important in life? Take a few moments to consider the actions of those in the world. Some run here and there, setting goals forholidays, bigger
Perspective – Opportunity or Rags to Riches
February, 2021 Rags to Riches!! How often have you heard a story like this? You know, people that arrived in Canada, the land ofopportunity, with only 2 dollars in their
Perspective – Understanding Stewardship
January, 2021 Regardless of what you believe…that the world began after an explosion in the universe or that a Designer and loving Sustainer created our home in the vast universe…it
Perspective – What Does Buy You Happiness?
December, 2020 “Money can’t buy you happiness!” How many times have you heard that! Everyone can remember times in life when this statement proved to be true. But maybe there