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Our Team


Mae-Claire Locke, B.Sc., EPC

Professional Financial Planner

Lavone McKnight

Financial Advisor

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

money

27 April, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.

rrif

23 April, 2020

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds

covid-19

27 March, 2020

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Che

Life

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. 

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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Market Monitor

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