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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Joseph Stephens | Jun 22, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Elderly woman doing yoga in a park
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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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
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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An exit sign in a modern office building
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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Woman in a suit holding a piece of paper. She is in an office setting.
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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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
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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Businesswoman looking at her phone
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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Elderly woman and grandchild having dinner together
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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Row of townhomes
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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Senior couple in a meeting with a financial professional
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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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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    • Our Process
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  • Newsletter2
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Vancouver BC V6E 2K3

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

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