Category
March 20 2020 | COVID-19

ROE Filing Options and Resources

For your convenience, we have compiled a list of Record Of Employment filing options and resources here.

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March 19 2020 | COVID-19 , HR Consulting

Free editable Pandemic Policy Template

​In an effort to help businesses, our HR Consulting expert, Kate Miller, has created an editable Pandemic Policy template.

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March 18 2020 | COVID-19 , Firm News , HR Consulting

COVID-19 Response - Office Closures

In response to the Government of Alberta declaring a state of public health emergency, we have made the decision to close our offices to all members of the general public.

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March 11 2020 | Firm News , Valuations

James Nakashima awarded CDFA® designation.

A divorce can be the largest transaction of your life. Adding an expert ensures the best result during this difficult time.

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March 3 2020 | COVID-19 , Wealth Management

Is your portfolio weathering the coronavirus?

A diversified portfolio beyond public equities can help you to manage volatility and risk.

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March 2 2020 | Tax

You might have unclaimed money waiting for you.

There is an "Uncashed cheques" section in your CRA account, and this is how you access it.

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February 14 2020 | Small Business

Our expertise extends well beyond just the numbers.

Integrated financial and tax planning that considers your personal and family needs now, and in the future.

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February 14 2020 | Estate Planning

Protect your family and your estate with an estate plan.

Proper estate planning can allow you to retain more of your assets, protect your estate and leave a legacy for your family.

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