VACATION NOTICE:

Wayne and Sheila Hissa will be out of the office (and the country) beginning November 22nd and returning to the office on December 8th, 2026. While they are away, access to the internet will be uncertain.

Jonny Somers-Harris will be in the office during regular office hours (9:00am - 5:00pm) except when out of the office for appointments.

Please call 705-739-8802 and select #2 to reach Jonny directly.

We look forward to serving our clients (and welcoming new clients) upon our return.

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Just as each of us is unique as a person, we also have a distinct investing personality. One isn't better or worse than the other but understanding "who" you are as an investor is helpful, no matter your circumstances, or how much money you have to invest.

While it's a complex matter that depends on various factors, exploring the questions below may give you some preliminary insight into your...

You just got the promotion. The official email hit your inbox, the new salary has been confirmed, and suddenly, you are doing mental math. If I make $500 more a month, I can totally afford that nicer apartment, right? And maybe I will upgrade my gym membership. Oh, and I definitely deserve nice sushi tonight to celebrate.

Stop right there. Take a deep breath. You are standing on the precipice of a financial trap as old as time: lifestyle creep. If you are not careful, it can completely neutralize your hard-earned raise and leave you wondering where all...

Let’s address the elephant in the room right away: talking about what happens after you die feels morbid. Nobody wants to sit around on a Tuesday evening imagining their demise. It is normal to put this task off. But here is the honest truth: estate planning isn’t really about you or dying. It is actually the ultimate parting gift you can leave for the people you love most.

Think of it less as a creepy preparation for the end, and more as a practical strategy to save your family from a massive, administrative headache. Let’s break down the essentials...