“It was June, and the world smelled of roses. The sunshine was like powdered gold over the grassy hillside.” ~ Maud Hart Lovelace Hi everyone, Many people have social media (Facebook, Instagram, Tik Tok, YouTube, WhatsApp etc) accounts but have you ever thought about what happens to these accounts when you die? Many of…
All things seem possible in May ~ Edmund Way Teale Well, tax time is over which is always a nice feeling! Spring is in full swing and it is nice to have some warmth and those light evenings once again. A few weeks ago, the new First Home Savings Account was launched. Most institutions do…
First of all, some welcome and unexpected news: Pauline is coming back to work at the office*. She decided the snow and cold of Newfoundland is not for her! We’ll have an update on this in short order. When I’m not meeting with clients or reviewing planning and investments with Terran, I am reading —…
February blahs…. I don’t know about you but I am ready for some sun and spring! Only another month or so until the clocks change (hopefully for the last time) and we get some light back in the evenings. Our survey results are coming in and we should have the results tabulated in a few…
Happy ‘23! We wish you a safe, happy and prosperous year. Well, here we are at the start of another year! Where does the time go? First of all, thank you very much to those of you who voted for us in the Comox Valley Reader’s Choice Awards. We were thankful to be voted #1 again.…
It’s been a strange year. We’ve been happy to see people in person again after a two years of virtual meetings. Zoom and Facetime are useful but don’t compare to a real smile and a hug! Hopefully we’ll continue the trend toward normalcy in 2023. We’re in year-end tidy up mode for the couple weeks before…
For me, November is a big month! Lots of birthdays, Remembrance Day and the eventual transition to the Christmas season. This year it seems like we went from summer to winter in a matter of a week – we’re in November already!! This Fall, I’ve had a lot of meeting with clients who are working…
October has arrived and for many of us that means the start of a new NHL season! Our teams are off to a fresh start, full of promise and potential. Could this be the year of the Canucks? My Dad says he has one major wish left in life and that is to see them…
I’m a bit late with this update but I’ll blame it on the last few days of summer! Here we are in September – a month of change and new opportunities for the school kids! It turns out that we have an opportunity as well! One of our clients, Massey Electric, just nominated us for Best Financial Planner…
School’s out for summer…. No more pencils. No more books! Alice Cooper’s famous lyrics are echoing around the province as summer holiday starts for many! I hope through July and August you are going to be out and about enjoying a post-COVID summer. Most of us are ready for it! Markets, interest rates and inflation are all…