You've probably heard the expression "You can't take it with you," referring to the fact that you won't be able to take your money or valuables with you when you die. However, if you have a family, you should value building and preserving wealth in order to leave an inheritance for future...

Nov 20, 2023

Investing is a key component of building wealth and achieving financial security. However, many people encounter roadblocks that prevent them from taking the plunge into the world of investments. These roadblocks can be financial, psychological, or related to a lack of knowledge. In this...

Nov 10, 2023

Investors worldwide have suffered losses to their investment portfolios as they hold or have held bonds issued by the Republic of Venezuela or the state-owned oil company Petróleos de Venezuela, S.A. (PDVSA). Many bond investors here in Jamaica once owned or still own bonds issued by one...

Oct 30, 2023

“Christine, what can I do with the income from my investment?” This is a question I’m often asked by prospective and current clients. My response is generally the same: “It depends on your goals and financial needs”. Truly there is no right or wrong answer as it depends on the individual...

Oct 23, 2023

A client of ours recently asked my opinion on the financial media frenzy debate about the possible demise of the U.S. dollar in the near-term. Concerns range from growing national debt to the emergence of competing currencies and economic shifts. In this article, we'll explore the...

Oct 17, 2023

As an investment advisor, I have had the privilege of working with clients from all walks of life and helping them to make informed decisions about their finances. My experiences have been both challenging and rewarding, and over the years, I have learned valuable lessons about the...

Oct 09, 2023

Important Resources

Stay Updated On Our Exclusive Blogs

Get Access Now

Understanding Bonds

Read More

Biggest Investing Mistakes Right Now

Read More

How Mutual Funds Work

Read More



The keys to financial stability are yours! Click below to subscribe to our blog.

Get Access Now

Contact Us

3rd Floor
40 Knutsford Blvd
Kingston 5
Jamaica W.I.

Tel: (876) 754-2225
Fax: (876) 754-8103

Business Hours


Monday - Friday: 8:00AM - 4:00PM