Publications, Insights & News

11 Biases that distort your Decision-Making: Thumbnail

September 12, 2023

11 Biases that distort your Decision-Making:

Protection Wealth Lifestyle Retirement

Need help finding lost bank accounts and insurance policies? Thumbnail

September 4, 2023

Need help finding lost bank accounts and insurance policies?

Wealth Lifestyle

Money Visuals Thumbnail

Money Visuals

Tax Wealth Lifestyle Retirement

Paul Polyviou’s Spring 2023 Financial Update Thumbnail

Paul Polyviou’s Spring 2023 Financial Update

Wealth Newsletter Updates Retirement

5 Mistakes People Make When Hiring A Financial Planner Thumbnail

5 Mistakes People Make When Hiring A Financial Planner

Tax Protection Wealth Lifestyle Retirement

Seven Areas of Financial Life Thumbnail

December 29, 2022

Seven Areas of Financial Life

Tax Protection Wealth Lifestyle Retirement

Recognized as a Best in Province Wealth Advisor Thumbnail

November 4, 2022

Recognized as a Best in Province Wealth Advisor

Tax Protection Wealth Lifestyle Updates Retirement

Sometimes the Hardest Decision is Not Taking Any Action At All Thumbnail

October 20, 2022

Sometimes the Hardest Decision is Not Taking Any Action At All

Protection Wealth Lifestyle Updates

Big profits are going to be made when — not if — the market shifts Thumbnail

October 9, 2022

Big profits are going to be made when — not if — the market shifts

Protection Wealth Updates Retirement

Be Thankful - Poem Thumbnail

September 30, 2022

Be Thankful - Poem

A Great Stock Market Analogy Thumbnail

September 20, 2022

A Great Stock Market Analogy

What happens to CPP and OAS payments when a spouse dies and how do we plan for this? Thumbnail

August 26, 2022

What happens to CPP and OAS payments when a spouse dies and how do we plan for this?

Protection Wealth Lifestyle Retirement