• Our office is open for in person meetings by appointment or by phone or text.
    Our office has made the decision of remaining a hybrid model of in person and virtual meetings by appointment.  Our mail slot is available for 24 hour document drop off or you can securely upload your documents via the secure link on the home page. You can also reach us by Telephone or Text as follows:
      • Main Line: 905-985-1926 (phone or text)
      • Fax Line: 905-985-4320
      • Birgit Radda: 905-985-1929 (phone or text)
      • Jennifer White: 905-985-5236 (phone or text)
      • Karsten Doose: 905-985-0365 (phone or text)
      • Tom Rowett: 905-985-6223 (phone or text)

    Secure File Upload Link:

    Note: Please click the image below and follow the instructions. Please ensure that after you clicked the link below and filled in your information and you have dragged your file(s) to the portal, you must verify your email after submitting (as per instructed). This means you will receive a confirmation email from CLIENT TRACK PORTAL that requires you to click VERIFY EMAIL ADDRESS in order for the files to be sent.

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  • First Home Savings Account (FHSA)
    first-home-savings-account (1)
  • Value of Advice
  • 2023 Important Dates
    2023 money-dates
  • Not all Investment Income is Taxed the Same!
    When determining what type of investment for your non-registered funds, one should take into consideration many factors including your risk tolerance, access to funds (liquidity risk), principal guarantees, interest rate guarantees, income deferral and the tax treatment of the income (to name a few).  There is a lot more that should go into planning for your retirement and you should speak to a financial advisor that incorporates tax planning into your investment planning.  Here is a quick summary of how the 3 main types of investment income are taxed when held outside of a registered investment. taxes-and-investment-income