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Joseph Stephens | Apr 6, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Joseph Stephens | Dec 15, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Joseph Stephens | Dec 3, 2021

The Canada Pension Plan in 2022

Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
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Joseph Stephens | Nov 3, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Joseph Stephens | Aug 26, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Joseph Stephens | Jul 2, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Joseph Stephens | May 14, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Joseph Stephens | Mar 25, 2021

The Difference Between Old Age Security and The Canada Pension Plan

You may be familiar with some of the federal retirement programs available, but do you really know the differences between them?
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Joseph Stephens | Mar 15, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Joseph Stephens | Mar 4, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Joseph Stephens | Jan 8, 2021

Leave your Legacy through Planned Giving

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Joseph Stephens | Dec 30, 2020

How to Use Your Registered Retirement Savings Plan to Purchase a Home

Buying a home can be overwhelming, especially when thinking about how to afford a down payment. The good news is, as a Canadian resident, you have some options
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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  • About Us
    • Our Process
    • Our Philosophy
  • Newsletter2
  • Our Products
    • Business Owners
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  • Meet Our Team
  • Contact
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#1812 - 1178 W. Hastings St.
Vancouver BC V6E 2K3

Securities are offered through Compass Advisory Group. An example disclosure. Member FINRA & SIPC.

The representative associated with this website may discuss securities business only with residents of the following states: California, New York, Wyoming, Virginia

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