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Mae-Claire Locke, B.Sc., EPC

Financial Advisor

Lavone McKnight

Mutual Fund Sales Associate

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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SPOTTED IN THE NEWS

Wayne Gillespie

27 October, 2022

Don't Fight The Fed

In his Q3 update, Wayne Gillespie provides his perspectives on another tough quarter for investors as aggressive central bank interest...

21 October, 2022

Rising Interest Rates: The Medicine That Works

In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses how inflationary pressures and the associated fallout...

18 October, 2022

The World with Higher Interest Rates

Our outlook for the markets heading into 2023 The most aggressive monetary tightening cycle in decades has shaken global markets this...

Appointing an Executor: Who Will You Choose?

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.

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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