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We are dedicated to understanding your personal and financial goals and providing you with solutions that suit your unique situation.
In our initial meeting, we focus on listening and understanding your aspirations, priorities and concerns. Our discussion enables us to identify what is truly important to you. With our extensive experience and knowledge, together we can formulate a personalized plan to provide you with peace of mind.
As you go through transitions in your life, we discuss your changing circumstances and how your plan can be modified to suit your new situation. We communicate with you on a regular basis and continually review and evaluate your financial plan, building a long-term relationship with you.
Our goal is to help you simplify your life by putting financial strategies in place to assist you in achieving your goals.
Market Watch
U.S. manufacturing, retail sales up; jobless claims down
The Canadian economy slowed to 2% in the second quarter, on an annualized basis, compared to 5.8% in first quarter as global demand softened and domestic spending slowed. U.S. growth also slowed more than expected, to 1.6%, but the disappointment was offset by other good news. U.S. manufacturing expanded for a 13th straight month in August and retailers posted better-than-expected sales, while new jobless claims declined for the second straight week. Europe grew at its fastest pace in four years, with GDP up 1% from the first quarter, prompting the European Central Bank to raise its growth forecast for 2010 to 1.6%. The European Commission reported its “economic sentiment” indicator reached its highest level since the end of 2007.
Summer Insights Newsletter
Our growing export horizons could spell opportunity
Canadian companies that broaden their horizons by venturing into new and less familiar markets will be the winners in the coming years, according to a recent Economic Directions report from Scotia Economics.