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The Role of Luck in Your Planning

One of the most interesting facets of the financial services industry is how so many people tend to invest their money and plan their financial affairs by chasing trends and doing what is “popular”.   For example, many investors like a “sure thing” and will often pile into an investment

Read More...

BHAG for 2019

As you look to 2019 for a fresh beginning, we invite you to set your intentions to have a breakthrough year! To do that, you are invited to reach for and set some Big Hairy Audacious Goals (BHAG)!   That’s right! Why look to set incremental goals when you can

Read More...

Boomer Advice to Young People: Invest Early & Diversify

When asked if they had any regrets, Baby Boomers wished they had started investing and saving at a much earlier age. Hindsight being 20/20, the Boomer generation can pass on some much needed advice and guidance to their kids and grandkids. It is normal for younger people to focus on

Read More...

New Energy Landscape

Bill Nye the Science Guy met with Prime Minister Justin Trudeau in Ottawa earlier this year to promote the use of alternative energy fuels in our economy. He is a strong advocate of moving away from carbon-based fuels. Yet, Nye admitted, in a Toronto radio interview some days later, that

Read More...

Understanding Market Volatility – Part 2

Our previous article looked at the increase in market volatility in 2018 in historical terms to put it in perspective. The other factor to consider is where are we in the market cycle and what this might mean for you personally in terms of your own long-term financial strategy.  

Read More...

Understanding Market Volatility – Part 1

This year began with some market turbulence resulting in a correction in the S&P Index in late January of about 10%, and about 7% for the TSX during the same period. You would have thought the world was ending with all the hand-wringing and hysteria stirred up by media reports

Read More...

De-Dollarization and You – Part 2

The US has been Canada’s largest trading partner for decades, so our economy is closely tied to the fortunes of our southern neighbour. In addition, because the US economy is still currently the largest in the world, whenever an investor implements or revises a financial strategy, it is always important

Read More...

Hype, Hope and Glory

Advisors offer clients many value-added services, in addition to investment planning, insurance and risk management planning and general financial and Estate Planning advice. This often leads to a discussion by clients of what is hot in the market and what is actively being discussed in the media and whether the

Read More...

There is Risk and There is Risk

The penny finally dropped a couple of months ago during a client conversation about the risk of investing in the equity markets. The client was reluctant to commit money to the investment markets and gave me several reasons – “the markets were too high and ready to crash”, “there were

Read More...

How to Start An Investment Plan

Wouldn’t life be better if it was easier to get ahead? For many, there’s just too much month left over at the end of the pay cheque. After all, you’ve got a mortgage or rent and utilities to pay, food and clothes to buy, and a vehicle to operate.  

Read More...

The Role of Luck in Your Planning

One of the most interesting facets of the financial services industry is how so many people tend to invest their money and plan their financial affairs by chasing trends and doing what is “popular”.   For example, many investors like a “sure thing” and will often pile into an investment

Read More...

BHAG for 2019

As you look to 2019 for a fresh beginning, we invite you to set your intentions to have a breakthrough year! To do that, you are invited to reach for and set some Big Hairy Audacious Goals (BHAG)!   That’s right! Why look to set incremental goals when you can

Read More...

Boomer Advice to Young People: Invest Early & Diversify

When asked if they had any regrets, Baby Boomers wished they had started investing and saving at a much earlier age. Hindsight being 20/20, the Boomer generation can pass on some much needed advice and guidance to their kids and grandkids. It is normal for younger people to focus on

Read More...

New Energy Landscape

Bill Nye the Science Guy met with Prime Minister Justin Trudeau in Ottawa earlier this year to promote the use of alternative energy fuels in our economy. He is a strong advocate of moving away from carbon-based fuels. Yet, Nye admitted, in a Toronto radio interview some days later, that

Read More...

Understanding Market Volatility – Part 2

Our previous article looked at the increase in market volatility in 2018 in historical terms to put it in perspective. The other factor to consider is where are we in the market cycle and what this might mean for you personally in terms of your own long-term financial strategy.  

Read More...

Understanding Market Volatility – Part 1

This year began with some market turbulence resulting in a correction in the S&P Index in late January of about 10%, and about 7% for the TSX during the same period. You would have thought the world was ending with all the hand-wringing and hysteria stirred up by media reports

Read More...

De-Dollarization and You – Part 2

The US has been Canada’s largest trading partner for decades, so our economy is closely tied to the fortunes of our southern neighbour. In addition, because the US economy is still currently the largest in the world, whenever an investor implements or revises a financial strategy, it is always important

Read More...

Hype, Hope and Glory

Advisors offer clients many value-added services, in addition to investment planning, insurance and risk management planning and general financial and Estate Planning advice. This often leads to a discussion by clients of what is hot in the market and what is actively being discussed in the media and whether the

Read More...

There is Risk and There is Risk

The penny finally dropped a couple of months ago during a client conversation about the risk of investing in the equity markets. The client was reluctant to commit money to the investment markets and gave me several reasons – “the markets were too high and ready to crash”, “there were

Read More...

How to Start An Investment Plan

Wouldn’t life be better if it was easier to get ahead? For many, there’s just too much month left over at the end of the pay cheque. After all, you’ve got a mortgage or rent and utilities to pay, food and clothes to buy, and a vehicle to operate.  

Read More...