What does the future look like?

Find Out

View more

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

Our Team


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.
Learn More

SPOTTED IN THE NEWS

12 January, 2022

Money Dates 2022

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide.

Letter from Corrado Tiralongo

22 December, 2021

On Bonds and Inflation

Developed market government bonds have rallied across the board since the news about the Omicron variant emerged.

Family talking to a advisor on a coffeee

5 July, 2021

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 Importance of Estate Planning What, why, who, and how explained

11 June, 2021

The Importance of Estate Planning: What, why, who, and how explained

Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More
 

Market Monitor

Listen to insights from our market specialists  

 

Subscribe to Mae-Claire Locke's

Newsletter

Contact Us

Don’t leave without giving us your number!
Get In Touch