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Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

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Meet our Team


Julia Chapman, CEA, CPCA, RIS

Financial Advisor

Jeremy Ferrall, CFP®, CIM®, FCSI®

Financial Planner

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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SPOTTED IN THE NEWS

Another Volatile Quarter

21 April, 2022

Another Volatile Quarter

In his Q1 market update, Wayne Gillespie offers his perspectives on a volatile quarter where inflation and concerns over Ukraine are influencing global markets.

The Point of Maximum Pain

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging.

Our Perspective: Inflation, Ukraine, and the Drama of Investing

13 April, 2022

Our Perspective: Inflation, Ukraine, and the Drama of Investing

We as humans have a tendency to over rationalize the past, over dramatize the present and underestimate the future.

Canada’s Budget Highlights

8 April, 2022

Canada’s Budget Highlights

The Federal Government released its new budget on April 7 - focused on incentives to make life more affordable.

 

Market Monitor

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