INVESTMENTS 

When it comes to investing, Newfound Wealth Advisors acts as your steady co-pilot, preventing your emotions from hijacking your long-term success. We start by taking your big financial goals—like buying a cottage or retiring comfortably—and turning them into a simple, customized investment roadmap. We figure out exactly how much risk you need (and can handle) to reach your goals on time, and we create a plan that tells us exactly where to put your money—whether it's in reliable bonds, growing stocks, or international companies. This roadmap is our promise to you: we stick to it, regardless of whether the market is panicking or overly excited.

Our main job is to make sure your money is growing as hard as possible without creating unnecessary tax headaches. We strategically place your different investments into the right buckets—meaning we put the things that grow the fastest into your Tax-Free Savings Account (TFSA) and RRSP to keep more of the profits out of the government’s hands. We don't chase fads; instead, we build a solid, diversified portfolio and regularly check it to ensure it stays on track. If one area grows too quickly, we simply "trim the tree" and reinvest that money back into areas that need a boost. This disciplined approach is how we turn your savings into the sustainable wealth you've always wanted.