Bridging the Gap

I am honoured and humbled to announce that I have been recognized in the Best in Province Wealth Advisor ranking by The Globe and Mail’s Report on Business, in conjunction with SHOOK Research.

At the beginning of the year, we expected the start of a rate tightening cycle by global central banks. What we hadn’t expected was above-average interest rate increases, the invasion of Ukraine and its impact on energy and food prices, and supply chain disruptions caused by the zero-COVID policy in China...

Life goals are important. I would like to share with you the reasons behind our name “Point B Financial”, and why having a Point B is so important in your life to reach your goals.

Janus, the Roman god of doors and transitions, was always portrayed with two faces - one looking backward, and one looking forward. We too need to use the turning of the year to look back in assessment, and to look forward in anticipation.

Thank you, Kelly for joining our “Point B Dream Team”

We are thrilled to welcome, as the newest member of the Point B Financial family — Jody Kovacs.

2020 may have been a challenging year, but through any challenge, we become stronger. I wanted to share a short video greeting with you to personally give a Point B Financial Update.

I was recently honoured by being featured in “My Business Magazine” and am happy to share my story.