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  • Burlington Office
    980 Fraser Drive Unit 115 Burlington, ON L7L 5P5 T: 905.634.3366 F: 905.634.3344
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    1005 Elgin Street West Suite 204 Cobourg, ON K9A 5J4 T: 905.372.4333 TF: 888.989.6239 F: 905.372.1127
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Scam Alert: Learn to Spot and Stop Common Fraud Tactics
6/10/2026
These 10 common scams catch people off guard. Here’s how you can stay one step ahead of them.
Life Events, Lifestyle & Technology
How Cyber Savvy Are You?
6/4/2026
Cyberattacks are among Canada’s fastest growing crimes.
Life Events, Lifestyle & Technology
Read
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Why Early Planning for Brain Health Matters Now
5/8/2026
How cognitive change ripples through family finances.
Retirement & Estate Planning
Monitor and Protect Your Accounts Against Fraudulent Scams
Fraudulent scams are on the rise.
Life Events, Lifestyle & Technology
How Women Are Transforming the Wealth Conversation
With women influencing more of Canada’s wealth, conversations with financial advisors are evolving.
Life Events, Lifestyle & Technology
Read
Know the Common Fraud Scams
There are many fraud scams out there, it’s important to know what they are.
Life Events, Lifestyle & Technology
Read
Rewriting the Narrative
5 Myths About Canadian Women and Wealth
Life Events, Lifestyle & Technology
Watch Video
Give to Gain: Redefining Resilience
3/6/2026
Hear from our panel of remarkable women, including leaders from our corporate partners, on how mentorship, advocacy, and collaboration have shaped their careers.
Life Events, Lifestyle & Technology
Tips to Protect Yourself From Fraud
In today’s fast-paced digital world, fraud is becoming more common and sophisticated.
Life Events Lifestyle and Technology
Read
Women Poised to Shape Canada’s Financial Future
By 2028, women will not only inherit significant wealth, but they will also help shape the direction of Canada’s future economy.
Life Events, Lifestyle & Technology
Legacy in Action: Philanthropy, Planning & Purpose Across Generations
11/21/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
November is Financial Literacy Month
11/3/2025
November marks Financial Literacy Month in Canada, a time to shine a light on the tools and conversations that help us feel more confident about money.
Life Events, Lifestyle & Technology
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  • Burlington Office: 980 Fraser Drive Unit 115 Burlington, ON L7L 5P5
  • T: 905.634.3366
  • F: 905.634.3344
  • Map & Directions
  • Map & Directions
  • Cobourg Office: 1005 Elgin Street West Suite 204 Cobourg, ON K9A 5J4
  • T: 905.372.4333
  • TF: 888.989.6239
  • F: 905.372.1127
  • Map & Directions
  • Map & Directions

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