Financial Goals Check-Up: Are You on Track?

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   It’s time for a Financial Goals Check-Up: Are You on Track? Today, let’s focus on the importance of regularly reviewing your financial goals. Whether you’re aiming to save for retirement, purchase a new home, or build an emergency

The Crucial Link: Financial Planning as the Cornerstone of Your Investment Future

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   In the ever-evolving investment landscape, financial planning stands as the guiding star for those seeking long-term investment success. While the appeal of investing in stocks, mutual funds, alternative private investments, or other investments is undeniable and critical for

How parents can get rid of debt and improve their finances

 As a busy parent, you try to do what's best for your family. One of the most important aspects of maintaining the household involves its finances. Debt is an issue that many families face every single day. If you're tired of constantly dealing with debt so that you can take