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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

TFSA and RRSP

18 February, 2020

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs.

money

7 February, 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.

money facts

22 January, 2020

Money Facts 2020

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.

rrsp

20 November, 2019

Simple RRSP Strategies

RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contr

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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