Best practices. Unlimited potential.

With hands-on experience managing and running a farm business, operating their own independent advisory practice and succeeding in both the private and public sectors, Michael Will and Colin Chovin are well positioned to advise you on all your personal and professional financial needs.

Our team delivers value not simply by buying and selling securities, but also by sharing our wisdom on the full spectrum of financial matters that govern your lifestyle and that of your next generation. We will earn your trust through our total transparency and integrity, commitment to act in your best interests at all times, dedication to follow best practices, and unsurpassed service standards that ensure the best possible client experience.

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Tax & Estate Planning

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Taxes

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - January 12, 2025

Ethos rewind: the year’s biggest themes

The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.

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Investor Strategy - January 2026

2026 Outlook: Questions on the year ahead

We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.

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