Investment and Market Commentary

Geoff Cook - CFP, CHAIP

The amount of information available in the financial services world is outstanding and overwhelming. It can be frusterating as there are so many contrarian views, and articles written by non-professio...

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Useful Calculators

Geoff Cook - CFP, CHAIP

Check out these great useful calculators that will help you understand and get organized with your financial affairs. Send us a message if you would like help using or understanding one. Financia...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

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How to Save the Family Cottage

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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