Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

AEGIS Team Activity in the Community

By Megan Kok Michael Donnan, CLTC, Associate Advisor, hopped aboard a big yellow school bus to embark in team building, exploration and learning exercises in September. […]

AEGIS Professional Development Day

Once a quarter, we spend a day dedicated to team building. Our first Professional Development Day was Monday, July 24th.  The team at the Copper Rock Coffee Company  […]

Market Perspective | August 2017 | A Market Cool Off

For some time now we have stated that we believe we are in a secular bull market. To remind you, a secular bull market is one […]