Alternative Investments - The Defiinitions

Geoff Cook - CFP, CHAIP

04 September, 2012

Alternative Investments are the most under utilized investments in Canada.When managing clients money, our main goal is to build a strong portfolio with a focus on capital preservation, and growth. In...

Investments

Geoff Cook - CFP, CHAIP

12 July, 2012

We do not believe in taking a pre packaged investment solution for our clients.Your life is way to unique for that. We develop investment strategies that make sense for you and your family now, and in...

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Dont Forget These Two Simple Steps When Estate Planning

Published on - May 11th, 2015

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

How to Save the Family Cottage

Published on - November 20th, 2014

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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