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  • Financial Planning

    • WHAT WE DO

      • Estate Planning
      • Second Opinion Service
    • HOW WE DO IT

      • Our Approach
      • Cost Structures / Fees
      • Case Studies
  • Group Benefits
  • About

    • Our Team
    • In the Community
    • Testimonials
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  • Contact
Penticton Herald

22 Nov Pierre Elliott Trudeau High School alumnus in Markham benefits from TELUS bursary program

Posted at 17:19h in Media

A recent poll reveals that 75 per cent of students find it very hard to afford post-secondary education....

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BNN Bloomberg

21 Nov Do your research for Black Friday

Posted at 17:31h in Media

Experts warn that consumers should do their research for Black Friday, because not every deal is a good one....

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The Globe and Mail

15 Sep How ethnic advisors are supporting their diverse mix of clients

Posted at 13:07h in Media

Second-generation Canadians, who embrace both cultures and want their financial plans to reflect this....

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The Globe and Mail

27 Aug Six things students should know about using financial aid to pay for school

Posted at 10:23h in Media

Tips for acing your applications to student loans/grants, and using financial aid to pay for school....

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Financial Post

22 Aug Should you pay for cloud storage?

Posted at 07:52h in Media

The Financial Post spoke with financial expert Kelly Ho about subscription cloud storage - is it worth it?...

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OMNI Cantonese spoke with financial expert Kelly Ho about the 2023 Financial Stress Index Report results.

21 Aug Video: OMNI Cantonese 2023 Financial Stress Index Report

Posted at 14:14h in Media

OMNI Cantonese spoke with financial expert Kelly Ho about the 2023 Financial Stress Index Report results....

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Toronto Star Newspapers

20 Aug Concert ticket prices can be outrageous. Here’s how to get them for less

Posted at 07:39h in Media

The Toronto Star spoke with Kelly Ho about the outrageous price of concert tickets and how to scoop them up at a discount....

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FP Canada™

15 Jun 5 Tips for Managing Financial Stress

Posted at 16:15h in Media

New research from the 2023 FP Canada™ Financial Stress Index finds that working with a CFP® professional or QAFP® professional can put you on the...

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The Globe and Mail

11 May As camp costs rise, here’s how to survive summer break on a budget

Posted at 11:16h in Media

Summer is quickly approaching, an eight-week stretch that often creates stress for working parents in search of quality, affordable camps and activities....

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Vancouver City News

21 Nov Canadians warned of ‘unconscious spending’ habits during holiday season

Posted at 15:53h in Media

Canadians are being advised of their unconscious spending habits this holiday season....

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1180 – 320 Granville Street
Vancouver, BC V6C 1S9

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Money Thoughts
  • Columnists from CBC Radio
    Are streaming companies not reading the room?
    05 June, 2025
  • CTVNews.ca
    Why summers are not built for working parents
    31 May, 2025
  • The Globe and Mail
    Workplace benefits are changing – make sure your clients aren’t missing out
    27 May, 2025
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SINCE 1999

 Quadrus Investment Services Ltd.Insurance products, including segregated fund policies, are offered through DLD Financial Group Ltd., and Investment Representatives David Drummond and Kelly Ho offer mutual funds and compensated referrals through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.


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