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Community and Business News

Supporting our community and local organizations is important to us and we love to share news about our business and the community events we are involved in.

Community Votes London Best Financial Advisors  Thumbnail

Community Votes London Best Financial Advisors

WOW! The results are in! A huge thank you to our clients and community who voted us GOLD in the Best Financial Advisor category Community Votes London 2021! Many thanks to our dedicated staff whose contributions and commitment to client service are critical to this success. Thank you everyone for your ongoing loyalty and support for so many years!

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Merry Christmas and Donation to New Beginnings Thumbnail

Merry Christmas and Donation to New Beginnings

We wish everyone a wonderful holiday season. We are grateful for our valued clients and we thank you for choosing us for your business. This Christmas season we have donated to United Way Elgin Middlesex New Beginnings Loan Fund which gives interest-free loans of up to $500 to support women with basic needs so that they can safely leave abuse in the home.

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Belmont parade hot chocolate bomb giveaway Thumbnail

Belmont parade hot chocolate bomb giveaway

We weren't able to host our traditional community parade hot chocolate evening due to covid protocols BUT we were able to keep our Belmont Santa Claus Parade Hot Chocolate Tradition alive with hot chocolate gift package giveaways porch delivered to our winners again this year.

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Remembrance Day Poppy Field Thumbnail

Remembrance Day Poppy Field

A light dusting of snow on our Remembrance Day poppy field this morning was a pretty sight. Thank you Belmont Lions for this lovely Remembrance Day poppy initiative.

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L'il Monsters Walk Belmont Thumbnail

L'il Monsters Walk Belmont

It was wonderful to have the L'il Monsters walk back this year with our youngest trick or treaters starting at the Belmont library for a map and trick or treating their way through town at participating businesses. The streets of Belmont were filled with L'il Monsters! So great to see! Even some moms and dad and grandparents dressed up! So many amazing costumes! Thank you Belmont Swans for making this happen.

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Pink the Towns

We raised over $1500.00 with 100% of proceeds going to breast cancer awareness and research! Thank you to everyone who volunteered, donated, and purchased a sign to paint the town pink this October. You are helping to make a difference.

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Tax season wrap up and thank you Sally Thumbnail

Tax season wrap up and thank you Sally

As another busy tax season comes to a close we send a big thank you to Sally for her tireless work on income tax returns with Ken over the past several weeks. We can always count on Sally's dedication and optimism; even when it's crunch time, and all with a smile on her face. Thank you Sally!

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Local Love Campaign Thumbnail

Local Love Campaign

We had some wonderful success with our LOCAL LOVE promotion this month where we purchased twenty four $50 gift certificates from local Belmont personal service businesses for giveaway through our Facebook promotion and support these amazing businesses.

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Stacie celebrates 15 years Thumbnail

Stacie celebrates 15 years

Congratulations to Stacie on achieving her 15th anniversary with us! We appreciate your ongoing valuable contributions to our office and your many years of dedication.

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Earth Friendly Holiday Greetings Thumbnail

Earth Friendly Holiday Greetings

Last year we started a new earth-friendly Christmas greeting tradition by switching to email for our holiday wishes and foregoing the paper and reducing our footprint. Once again, in lieu of traditional Christmas card we have made a few donations to help benefit those who need it most.

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Sweet treat deliveries captured in the Signpost Thumbnail

Sweet treat deliveries captured in the Signpost

A sweet surprise indeed! We were pleasantly surprised to see our hot chocolate and sweet treat delivery photo turn up in the Dorchester Signpost this week. Despite the change in our hot chocolate tradition for 2020, it's a memory we will cherish.

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