Michelle Lo
Wealth Advisor, Branch Manager
Safeguarding your family’s financial future
You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours.
Read more…There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
Read more…You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
Read more…Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
Read more…Can you guess which two rooms you can renovate to bring the highest return on investment? The answer is here, along with other helpful information about the financial side of home renovation.
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