Ryan Deters, Financial Advisor

06/24/2026

Planning ahead is all about the details. Understanding the difference between a successor and a beneficiary can make a meaningful difference for your loved ones. In Quebec, TFSA transfers to a specific person upon death must be handled through a will. Connect with us to learn more.

06/19/2026

This month we’re showcasing our farm insurance client Crocus Hills Farm. Founded in rural Saskatchewan in 1974 by William and Rita Nell, this family-run operation grows a diverse variety of crops and raises livestock on their 4,000 acre property. ​

In addition to helping feed their community, the family is also heavily involved in co-op and farming boards. ​

Hard-working, community-minded families like the Nells help Saskatchewan thrive, and we’ve been proud to support them as clients for over 50 years.​

Thanks to our advisor, Erin Caleval, for highlighting this client.

06/17/2026

As a proudly Canadian company, we’re all about supporting the traditions that bring us together – like the classically Canadian butter tart. Behind every gooey, golden bite is a local bakery worth celebrating. From raisins to nuts to good old plain, which kind of butter tart are you reaching for? Cast your vote in the comments.

06/11/2026

Who takes over a TFSA when the owner has passed?

A – Successor holder
B – Beneficiary

Let us know in the comments.

06/04/2026

05/26/2026

Thinking about buying your first home? Learn more about how an FHSA could fit into your saving plan. Talk to us.

05/21/2026

We can help you build a retirement plan that supports your goals, values and lifestyle. Connect with us to learn more.

05/20/2026

Feeling overprotective after a break-in? WE GET IT. With $1,000 for a new home alarm system, WE GOT YOU.

05/15/2026

Which registered account(s) help you save for a home?
1. RRSP
2. FHSA
3. TFSA
4. All the above

Let us know in the comments.

05/08/2026

Worries rising about a flooded basement? WE GET IT. Wish your insurance covered water damage? WE GOT YOU.