Monthly Archive for: ‘January, 2014’

  • Amazing Kids in our Community

    by Charla Huber – Goldstream News Gazette Kaelyn Abrahamson had a unique Christmas wish. The seven-year-old Colwood girl wanted to start a fundraiser, in fact she’d been asking her parents for a year if she could do it. “I just wanted to help people and get …

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  • March 3rd Deadline

    This year the RRSP Deadline is Monday, March 3rd 2014. That is fast approaching, so if you’re planning on making a deposit for this year please call or email our office to make an appointment.

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  • Happy New Year

    Wishing all of our clients and friends a very happy and prosperous New Year!

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Prosperity Planning. Insurance provided through Financial Horizons.