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Jim Steel – CFA, CFP. Rob Lyle – BBA, CIM. Alan Acton – CFP, CIM, FCSI. Clare Forshaw – BA, CIM, FMA, CIWM. Rick Taylor – HBA, MBA. Jason David – BIB. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. Have low interest rates got you down? 8211; By Steve Lowrie. By Chris Odd - October 21st, 2016). Retiring reliably, leaving a legacy or balancing both? 8211; By Steve Lowrie. By Chris Odd - October 21st, 2016). Q&A: What do powerful political plays mean to my investing? 8211; By Steve Lowrie.

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Home - Polaris Wealth | polariswealth.ca Reviews

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Jim Steel – CFA, CFP. Rob Lyle – BBA, CIM. Alan Acton – CFP, CIM, FCSI. Clare Forshaw – BA, CIM, FMA, CIWM. Rick Taylor – HBA, MBA. Jason David – BIB. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. Have low interest rates got you down? 8211; By Steve Lowrie. By Chris Odd - October 21st, 2016). Retiring reliably, leaving a legacy or balancing both? 8211; By Steve Lowrie. By Chris Odd - October 21st, 2016). Q&A: What do powerful political plays mean to my investing? 8211; By Steve Lowrie.

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Home - Polaris Wealth | polariswealth.ca Reviews

https://polariswealth.ca

Jim Steel – CFA, CFP. Rob Lyle – BBA, CIM. Alan Acton – CFP, CIM, FCSI. Clare Forshaw – BA, CIM, FMA, CIWM. Rick Taylor – HBA, MBA. Jason David – BIB. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. Have low interest rates got you down? 8211; By Steve Lowrie. By Chris Odd - October 21st, 2016). Retiring reliably, leaving a legacy or balancing both? 8211; By Steve Lowrie. By Chris Odd - October 21st, 2016). Q&A: What do powerful political plays mean to my investing? 8211; By Steve Lowrie.

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polariswealth.ca

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Terri Brugmans - Polaris Wealth

http://polariswealth.ca/our-team/terri-brugmans

Jim Steel CFA, CFP. Rob Lyle BBA, CIM. Alan Acton CFP, CIM, FCSI. Rick Taylor HBA, MBA. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. Terri is the go-to person for all administrative tasks at Polaris. Her primary focus is to act as the main administrative contact for all of our clients, consistently delivering an exceptional level of service. Terri lives south of Ottawa with her three children and various pets. 1545 Carling Avenue, Suite 408, Ottawa ON K1Z 8P9.

2

Our Clients - Polaris Wealth

http://polariswealth.ca/our-expertise/who-we-serve

Jim Steel CFA, CFP. Rob Lyle BBA, CIM. Alan Acton CFP, CIM, FCSI. Rick Taylor HBA, MBA. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. Each advisor at Polaris manages his or her own client base and has the support of all advisors at the firm. Typically, Polaris clients include physicians, lawyers, engineers, entrepreneurs, executives and retirees. Advisors may set minimum account asset levels that may change over time as their businesses evolve.

3

Our 10 Key Principles - Polaris Wealth

http://polariswealth.ca/our-philosophy/our-10-key-principles

Jim Steel CFA, CFP. Rob Lyle BBA, CIM. Alan Acton CFP, CIM, FCSI. Rick Taylor HBA, MBA. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. Our 10 Key Principles. Polaris advisors follow an evidence-based approach to investing, as explained in Our Philosophy. The slides below clearly illustrate these 10 principles using historical data and explanations. For more information, don’t hesitate to contact us. 1545 Carling Avenue, Suite 408, Ottawa ON K1Z 8P9.

4

Fiduciary - Polaris Wealth

http://polariswealth.ca/our-philosophy/fiduciary

Jim Steel CFA, CFP. Rob Lyle BBA, CIM. Alan Acton CFP, CIM, FCSI. Rick Taylor HBA, MBA. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. A fiduciary is a person who accepts a legal responsibility to act in the best interest of another person. A fiduciary must put the interests of the other person ahead of his or her own. In the investment world, a fiduciary duty is created when an individual gives discretionary trading authority to their advisor.

5

Rick Taylor - HBA, MBA - Polaris Wealth

http://polariswealth.ca/our-team/rick-taylor

Jim Steel CFA, CFP. Rob Lyle BBA, CIM. Alan Acton CFP, CIM, FCSI. Rick Taylor HBA, MBA. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. Rick Taylor – HBA, MBA. A long-time student of the market, Rick combines his knowledge and expertise along with Nobel prize-winning research to construct globally diversified portfolios using primarily passive low-fee ETFs tailored to clients’ goals and circumstances. 1545 Carling Avenue, Suite 408, Ottawa ON K1Z 8P9.

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The one thing a lifetime in the newspaper business teaches you is pace you spend all your time trying to make sure that the reader’s going to finish what you’re writing." Carl Hiassen. Raquo; Writing and editing. Raquo; Strategic Communications. Don’t see what you’re looking for? Ontario Ministry of Economic Development, Employment and Infrastructure. Alberta Ministry of Human Services, Alberta Learning Information Service. The Canadian Commission for UNESCO. Royal College of Physicians and Surgeons.

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POLARIS IN THE NEWS. Polaris Consulting Announces Jon Gans Will Join Firm as Principal. FOR IMMEDIATE RELEASE: September 6, 2016. Washington DC Polaris Consulting, a leading boutique government relations and legislative strategy firm based in Washington, D.C., announced today that Jon Gans has joined the firm as a principal. More. Bloomberg Ranked Polaris the #3 Lobbying Firm in DC for Q3 of 2015. Top Lobbying Firms Q&A with Dan Gans:. By Tory Newmyer and Kate Ackley, Roll Call Staff.

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POLARIS IN THE NEWS. Polaris Consulting Announces Jon Gans Will Join Firm as Principal. FOR IMMEDIATE RELEASE: September 6, 2016. Washington DC Polaris Consulting, a leading boutique government relations and legislative strategy firm based in Washington, D.C., announced today that Jon Gans has joined the firm as a principal. More. Bloomberg Ranked Polaris the #3 Lobbying Firm in DC for Q3 of 2015. Top Lobbying Firms Q&A with Dan Gans:. By Tory Newmyer and Kate Ackley, Roll Call Staff.

polariswealth.ca

Home - Polaris Wealth

Jim Steel – CFA, CFP. Rob Lyle – BBA, CIM. Alan Acton – CFP, CIM, FCSI. Clare Forshaw – BA, CIM, FMA, CIWM. Rick Taylor – HBA, MBA. Jason David – BIB. Our 10 Key Principles. Dimensional Fund Advisors (DFA) Canada. Have low interest rates got you down? 8211; By Steve Lowrie. By Chris Odd - October 21st, 2016). Retiring reliably, leaving a legacy or balancing both? 8211; By Steve Lowrie. By Chris Odd - October 21st, 2016). Q&A: What do powerful political plays mean to my investing? 8211; By Steve Lowrie.

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