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April 2018

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At some point, you wisely purchased insurance to protect you and/or your dependents from the financial risk of premature death, disability, critical illness, or the need for long-term care.  

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March 2018


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It’s a little-known fact that insurance companies charge more to policy holders who pay monthly than those who pay annually. In general, monthly payors pay 7% to 9% more.

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February 2018


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Back in late 2008 a client of mine shared an article with me about a new mutual fund company called EdgePoint.  I did the research, and as a result, discovered one of Canada’s premiere investment management firms.

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December 2017


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Exchange Traded Funds (ETFs) are supposed to reduce the cost clients pay for investment management. However, in some cases, I’ve noticed that they are actually increasing it.

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October 2017


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Low return assumptions = smart planning. Find out why.

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September 2017


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When I was born the doctor came out to the waiting room and said to my father "I'm very sorry. We did everything we could, but he pulled through. 

– Rodney Dangerfield

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August 2017


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The Ombudsman for Banking Services and Investments (OBSI) is responsible for managing conflicts and complaints between Canadian banks and their customers and banks.

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Is your magic number one million dollars, two million dollars, or five hundred thousand dollars?  It really depends on six primary factors. These six factors, depending on how they relate...

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May 2017


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Typically, severance packages do not include a continuation of disability insurance. This, despite the courts having made clear* that an employer is obligated to continue all benefits during the...

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April 2017


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Interest rates are still low. As a result, we are increasingly asked if it makes more sense to invest extra cash rather than pay down debt. The same...

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