Pat Legato-Philp, CFP, CFA
Financial Advisor
Recent Posts
Determining which donation method suits you best
Jun 18, 2024
You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....
Read moreProfit by overcoming investment biases
Jun 18, 2024
Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....
Read moreHow to avoid or minimize the OAS clawback
Jun 18, 2024
Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....
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