Janine Purves, CFP, CPCA, CCS
Senior Financial Advisor
B.A. Economics
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Recent Posts
Are you a Canadian resident with U.S. property?
Nov 25, 2024
Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....
Read moreAI to drive new economic paradigm and new era of investing
Nov 21, 2024
Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....
Read moreI’ll be gone anyway, so why plan my funeral?
Nov 05, 2024
Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....
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