Client Relationship Summary

Transition Financial Advisors Group, Inc. – Client Relationship Summary Item 1 – Introduction Transition Financial Advisors Group, Inc. (“Transition”, “we” or “us”) is registered with the Securities Exchange Commission (“SEC”) as a Registered Investment Adviser...

Conflicts of Interest Disclosure Statement

Overview of Client Focused Reforms and Conflicts of Interest Disclosures The Canadian securities regulators are enhancing their rules to better support your interests as a client. These enhanced rules are based on the fundamental concept that your interests must...
A Tale of Two Accountants

A Tale of Two Accountants

One of the common mistakes we see when people move across the Canada/US border is the use of two accountants. Typically, when a client moves from one country to the other, they retain the accountant that served them all those years in their home country. Once they...
Why You Don’t Lose Money On Currency Exchange

Why You Don’t Lose Money On Currency Exchange

From July of 2014 to February of 2015 the Canada/US currency exchange rate plummeted from 1C$=U$0.94 to U$0.79 with the rapid drop in oil prices . . . a decline of 16% in just eight months. The carnage continued as the Canadian loonie bottomed out at U$0.69 in January...

Brexit

We have had a few inquiries in response to the market turbulence created by the United Kingdom’s vote to leave the European Union, and we thought it important to share our thoughts: In the short-term, we believe this event is likely to impact the markets much like any...