Are you a business owner looking to retire?

Not sure where to start?

October 3, 2017

How about with some wine and cheese?

Seating is limited for our business succession planning event.

RSVP today!

Call Jordan Dawes  –  250-389-2126


Planning the Perfect Exit

and how to transition your business

August 21, 2017

Most business owners have focused so much of their time, effort, and energy into getting their business going, growing, and profitable, that they forget about what happens when it’s time to step away. An often overlooked part of wealth management is succession planning for business owners, and it’s an issue that can greatly affect the amount you gain in the sale of your company.

Our very own Tricia McIvor from Business and Family Advisory services wrote a great overview (RIGHT HERE) on what you should consider for that inevitable day when you need to transition your business to another.


Tricia will be in Victoria to do a presentation on “Planning the Perfect Exit” on October 26th in our boardroom.  The best part – Jordan is hosting, and insisted on a wine and cheese platter for after the presentation, where you can meet Tricia and direct any questions to her personally.

10 Reasons Canada Can Handle Rate Hike

July 13, 2017

We have had some concern over the Bank of Canada’s recent decision to increase the overnight rate from 0.50% to 0.75%.  The overnight rate is used by banks to determine how much interest they are charged to borrow money from one another, in order to have cash available to use for lending products for people like you and me.

This is the first time in seven years that we have seen a rate hike, and a new generation has gotten used to carrying a lot of debt for a very minimal cost.  But as of Wednesday, your variable rate mortgages, your automobile loans, and your line of credit will all be immediately impacted by a quarter of a percentage point.  This will not make a huge impact to your wallet.

The question we have is how it will affect the Canadian economy and your investment portfolio.

Attached is an article from our VP & Head of Capital Markets Economics, Derek Holt, who attempts to simplify, not only the obstacles that a rate increase creates but the benefits it provides.

Top 10 Reasons Canada Can Take A Rate Hike