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February 2017

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I’ve always advised clients to approach financial news as interesting, but not reliable as an investment strategy source.

Ben Carlson, author of the A Wealth of Common Sense blog, recently...

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January 2017


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You might think it’s easy to know whether your investments are doing well. And that it will be easier yet, post-CRM2, now that your investment professionals are required to...

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November 2016


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My friend is dying, long before her time.  I visited her at the hospital today and the subject of bucket lists came up.  She asked me if I had one. 
 

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You've read the articles. Inability to save is like death by a thousand cuts. Cut out the small spends like expensive coffee is a step towards financial security.

Yes, I...

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June 2016


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Guest post by: Ian Mucignat CFA .  Ian is a professional mortgage broker with TMG The Mortgage Group who helps individuals get the best mortgage products at the best...

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When Harry met Sally it seemed like their differences complemented one another.  He loved it that she was responsible and “good with money.” Even though he made a decent salary, Harry seemed to live from paycheque-to-paycheque and never knew where his money went.

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February 2016


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In this guest blog post, Ian Mucignat, mortgage broker with TMG describes the risks of purchasing real estate without a financing condition.

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November 2015


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Many Canadian seniors will be surprised when their RRIF payments decline by as much as 28% in 2016.  Seniors age 82-and-under will see a decrease of at least 20%*

Seniors...

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October 2015


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  Recently, the Globe and Mail created a tool for investors to compare if they are paying more or less for advice than other investors who complete the questionnaire do. ...

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September 2015


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If you have been watching the news lately you will be well aware that the major stock market indices have declined from their highs from earlier this year.   This may...

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