Kunjal Mehta, Financial Advisor
Bayview Village Shopping Centre: 2901 Bayview Ave Suite 206 M2K 1E6 Markham, ON, Canada

Market Update: Stocks were down more than 2% on Monday (Feb. 24) as coronavirus fears infected the equity market. We believe the economic impact is meaningful but temporary.

The new year is a time when many seize the opportunity to take a closer look at how they can achieve their goals and it’s a great time to make some solid financial resolutions. Maybe one of your resolutions is financial independence.

When it’s time to settle your estate, your family can benefit from some professional help. Who can you rely on?

Weekly Market Update: Is the market too calm? That might sound as absurd as asking, "Is the weather is too nice?" or "Is there too much bacon?" Learn more here.

You may think that only people who are "wealthy" or have complicated family situations need an estate strategy, but that's not the case. No matter what your net worth you can benefit from a team of professionals to create an estate strategy that aligns with your wishes for the future.

Looking to build and preserve wealth, save for retirement or leave something for the people and organizations you care about? Let's talk about our account and asset management options.