Achieving Financial Independence: A Roadmap to Freedom and the Role of a Financial Advisor

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   Financial independence is a goal that many Canadians aspire to achieve. It’s about reaching a point where your assets generate enough income to cover your living expenses, allowing you to live life on your own terms. Whether your

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

Optimizing Tax Efficiency: A Guide for Investors

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   Tax efficiency is a crucial aspect of portfolio management that can significantly impact an investor’s long-term returns. Navigating the intricacies of the tax system while maximizing investment growth requires strategic planning, expertise, and guidance. As an Associate Portfolio