5th Edition of Steady Gains Newsletter

Upcoming Events

We are hosting two webinars before year-end, and our first session — Practical Cyber Security for Families — will be on November 27.

1. Webinar: Practical Cyber Security for Families

• Date: November 27 at 3:00 PM
• Guest: Brent Fowles, Director of Cyber Security at Western University.
• Topic: An educational session to learn practical, clear strategies to identify and protect your family from sophisticated online scams and cyber threats.

 

2. Webinar: The Family Balance Sheet — Strategies for Intergenerational Wealth

• Date: December 4 at 12:00pm
• Hosts: Justin Caldwell & members of our Tax & Estate Planning team.
• Topic: A presentation on proactive tools and advanced strategies for successfully transferring wealth to the next generation

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Focusing on What We Can Control

Our platform provides access to a vast universe of investment options, and we are highly selective. Our loyalty is to our clients, not to any specific investment product.

We use strict criteria to choose the investments for your portfolio, demanding a disciplined strategy, rigorous research, and an absolute focus on efficiency. We continuously evaluate these providers to ensure they meet our standards.

This disciplined selection process yields tangible results. The investments we use for our core strategies have consistently driven down expenses, resulting in a 18.3% decline in their total cost over the last six years. This saving is passed directly to you, enhancing your net returns.