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...
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...Worried About the Markets? Why?
Worried About the Markets? Why? The recent volatile swing in stock markets around the world has caused unrest with some investors. Of course, the media has jumped on this normal occurrence and made it a focal point in all of their publications, talking points and...