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Phone: +1 902-292-0272



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Shane Whitman 16.01.2021

With tax filing season around the corner, here are some great ideas for possible tax deductions.

Shane Whitman 30.12.2020

Retired or need cash flow? See how much income a $100,000 portfolio can potentially pay you.

Shane Whitman 25.12.2020

Teaching your children financial literacy can be crucial to their long-term financial success. Here are five tips on how to teach them about money.

Shane Whitman 06.12.2020

Have you reviewed your financial plan recently? I enjoy seeing the peace of mind my clients have when their financial plan is still on track, regardless of their short term investment performance/fluctuations.

Shane Whitman 26.11.2020

Annualized U.S. GDP climbed by an impressive 33.1% in Q3. Bank of Canada outlines plan to maintain low interest rates until 2023. This, and more in our latest edition of the Weekly Economic Headlines.

Shane Whitman 16.11.2020

Have you had a financial plan created to map out what retirement looks like? Does it answer your retirement questions such as when can I retire? Will I outlive my money? Where/when/what accounts to draw income from and why? Please feel free to reach out, we're offering incentives!

Shane Whitman 12.11.2020

Canadian throne speech promises extended emergency COVID-19 supports. U.S. jobs data shows slightly disappointing jobs growth. This, and more in our latest edition of the Weekly Economic Headlines.

Shane Whitman 31.10.2020

The Bank of Canada commits to low rates and continued bond buying. Brexit concerns continue, with deadline approaching. This, and more in our latest edition of the Weekly Economic Headlines.