Welcome! I'm Kevin.

My focus is to help preserve your wealth in a way that works best for you.

Sharing ideas and knowledge that you can use to look after the things that are most important.

Recent Posts

Investment Commentary Links

Good Afternoon, Part of our commitment to our clients is to continue to educate and inform.  There is no shortage of investment news out there –  you get it all day from BNN, Bloomberg, MSNBC, CNN, various investor newsletters and countless solicitations.  Most of it could simply be categorized Investotainment...  Continue reading...

Portfolio Manager’s Commentary Q1 2017

Portfolio Manager’s Commentary by Gene Hochachka is available for the first quarter of 2017. Click here to view.  Continue reading...

Federal Budget 2017 Tax Highlights

The following link provides a summary of tax highlights based on the 2017 Federal Budget announcement.  Continue reading...

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