Brenda Belcheff’s Post

So true--as Advisors we try to take emotion out of the decisions and can ease that process for our clients!

Last week was the best the markets had seen year to date, but it was after some volatility the week before. We expect this volatility to continue at points throughout the rest of the year due to factors like interest rate cuts and the U.S. election A reminder that investing is a long-term plan for most of our clients! #financialliteracy #investing

As we continue to grow and strengthen our presence in Ontario, we are proud to announce the acquisition of Wickham Investment Counsel. Learn more about this latest strategic move: https://rb.gy/ew37dp #Accelerate

#ICYMI we made the list again this year!

Are the U.S. elections overshadowing a larger economic crisis? Dr. James Thorne highlights the risks of America's skyrocketing national debt and what trends investors should watch for in 2025. Find the details in his August #MarketInsights: https://bit.ly/3SFf2fL #Investing #Elections2024

I get questions about this quite often, important considerations when a family cottage is involved in the Estate

While AI can be a great tool for vast knowledge absorption, there is no replacement for an experienced Advisor. We take time to go over your full picture, your goals, and collaborate with your other professionals to form recommendations.

There might be more rate cuts before the end of the year

Well, we did it again team! This recognition is a reflection of what our clients say about working with us. We are grateful for every one of you! #investmentadvisor #financialplanning

Not sure which registered plan is right for you? With many different options for saving and investing, it can be challenging to determine the best use for each type of account. Compare your options here: https://rb.gy/ln64ts #WealthPlanning #CanadianRegisteredAccounts