Thank you Edgepoint!

I really, really, really enjoy reading the articles that Edgepoint produces throughout the year. They are on point and an easy read for clients too. Here are two recent ones that are worth sharing. #1  Clarifying Book Value – this can be confusing… #2 Four Certainties of what’s NOT going to change in the next…

Planning for Year-End

‘Tis the season to be…  thinking about year end tax and investment planning! My tree was up very early this year (thanks to some very keen kiddos), my aunt delivered the most beautiful wreath to my door one Friday night and with all the snow in November, I’m very much in the holiday spirit! Now, as…