Published Media Articles

Financial Goals Check-Up: Are You on Track?

Publisher: Ottawa Life Magazine – July 16, 2024

Do what is right, not easy: Ottawa advisor follows in dad’s steps

Publisher: Canadian Family Offices-Financial Post -June 24, 2024

Optimizing Tax Efficiency: A Guide for Investors

Publisher: Ottawa Life Magazine - April 5, 2024

For Retiring Advisor, Father-Son Succession Plan is Best

Publisher: Wealth Professionals– August 15, 2023

How Tax-Efficient is Your Portfolio?

Publisher: Faces Magazine – Summer edition 2023

First Home Savings Plan

Publisher: Faces Magazine. Spring 2023

Investing Is Simple But Not Easy

Publisher: Faces Magazine. Winter 2023

How Much Do You Need to Retire?

Publisher: The National Journal of Human Resource Management-HR Reporter

Preparation Pays. Panick Does Not.

Publisher: Faces Magazine