Welcome! We're Jacalyn and Marc.

Providing clients with the information and tools needed to design a strategy for their future.

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

Recent Posts

ATB Business Beat: Optimism drops, but businesses still happy

In a recent edition of The Owl, ATB Financial’s economist Todd Hirsch and Nick Ford discuss how ATB Financial’s third quarter Business Beat survey shows a decline in the number of small to medium-sized businesses that believe Alberta’s economy will be stronger in six months.  Continue reading...

Manufacturing showing slow but steady recovery

In case you are wondering about the current status of our economy and what to expect in the next several months, read the attached article from ATB’s, The Owl.  Continue reading...

Where does the risk come from in your portfolio?

We understand that you may want to know where the risk is coming from in your portfolio and understand what kind of impact it may have especially during a stressed or difficult time when risk is more of a concern than a return… Click here to learn more.    Continue reading...

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