Recent Posts
The importance of including your pets in your estate and incapacity planning
Jul 24, 2025
Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....
Read moreThe Next Wave in Emerging Markets
Jun 27, 2025
Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....
Read moreHow vacation property upgrades save tax
Jun 26, 2025
Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....
Read moreBrian Davis, CH.F.C., CLU®, CFP®
Senior Financial Planner
Seth Nerman, LL.B, CFP®, TEP, RIS
Financial Planning Advisor
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