Your ultimate source of professional and unbiased financial planning information.

Our goal is to educate our clients about the various financial planning and investment resources available to them via regular and informative articles penned by our Founding Principle, Gerry J. Hogenhout (CPA, CGA, CFP, AMP), as well as many other professional editorial and video contributors. As a result, we provide our clients with unbiased solutions tailored to their personal needs. The more you know about investment and financial planning, the more discerning you will become when choosing financial solutions that are perfect for you.

We invite you to continuously visit our Education page as it will be a regular resource of new and exciting financial planning and investment information.

What they DON’T tell you about the investment marketplace – Part II

Welcome to Part II of this article series about understanding how the function investment marketplace functions in Canada. If you missed…

What they DON’T tell you about the investment marketplace – Part I

Throughout my extensive career in investment, I have noticed that an overwhelming majority of investors have been left to wonder whether…

What they don’t tell you about RRSPs

RRSPs are one of the most commonly used types of investment strategies, but are really not that well explained or understood.

Real Estate Investing 101

Needless to say, there are many discussions that could be included in a ‘Real Estate Investing 101’ article, but this one is a bit…

Ethical Investing

Growing concerns over the environment and ethics are gaining the forefront over gains. How to ensure your legacy stays pure for future generations. 

David & Gerry’s Real Estate Cafe – COVID 19 edition, Live & Interactive. All About Real Estate & Investments.

In this session, we discussed Real Estate Development & Financing Real Estate Development during COVID 19, Why Residential REIT's (Real…

David & Gerry’s Real Estate Cafe – How to Add Investment Services to your Tax Practice

In this session, we discuss how to add value to your current business model using investments.