Arm yourself with
the information you
need to create a
bright financial future.

  • Learn how your
    values and beliefs
    help you achieve
    your financial goals
  • Quickly identify
    challenges that can
    put your financial
    stability at risk
  • Discover retirement,
    investing and other
    solutions that work
    best for Nova Scotians
  • See how to balance
    priorities, risks and
    opportunities for a
    complete financial plan

Clear, comprehensive information on the most
important topics in financial planning.


Registered retirement savings plans are one of the most common investment vehicles for Canadians. Learn how they help offset taxes while taking advantage of compound growth.

Free Download

Sequence of Returns

Learn how to offset the devastating impacts of poor market performance in retirement.

Free Download
CPP Chart

Government Benefits

Understand the implications of receiving these benefits at age 60, 65 or 70.

Free Download

“I’d be hard pressed to think of
anyone who wouldn’t learn something from this book.

After nearly 25 years of helping Nova Scotians reach their financial goals,
we wanted something that would put all the key topics under one roof-without putting people to sleep!

This book will give Nova
Scotians the information
they need to ask the
right questions, and ensure
their financial plans are
working for them.”

Gordon Stirrett, CFP

Talk To Us We’re proud of this book, but nothing can replace the value of a one-one conversation about your financial goals. If you have questions about your financial future, we’d be happy to discuss your situation and provide an objective second opinion. And we’ll give you a copy of the book to read when you get home.

Book Your Appointment