Surprises Making the most of surprises is a great reason to work with us. Share | Related Content It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.