Cabin Succession Planning

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Emotions and Investing

"The part of our brain that tells us to act rationally can easily be overtaken by powerful emotional impluses." ...

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How Oftern Should I Hear From my Advisor - New West Record

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Year Two and Counting

Not only was the Waddington Wealth Management Group created two years ago, but this also marks my tenth year in the industry, all of which have been with Canaccord Genuity.  Starting in the back office and quickly moving to the retail side of the bus...

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Improving Your Investing Behaviour

For some great tips on improving your investing behaviour click HERE....

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This Harmful Habit is Easy to Stop (with help)

More Common Than You Think After almost 10 years meeting with new clients, I have come to realize that embarrassment over one’s financial situation is a real barrier to seeking help. Don't feel bad about not giving your finances the attention they...

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Sandwich Boomers: Supporting everyone

Taking care of children and aging parents can cause a lot of stress on all parties.  Click HERE for ways to ease the stress....

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Emotional Investing: Protecting Yourself From Yourself

My First Quarter Market Update discussed the large amount of volatility in the markets lately and how that breeds even worse emotional investing errors, as investors suffer from FOMO (fear of missing out) as the markets rise quickly and then panic...

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First Quarter Market Update - 2018

Volatile was the most used description of the markets in the first three months of 2018.  It was just three months ago when the markets started the year strong.  The S&P500 (US markets) had the best January since 1997 and the rest of the global...

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Insurance - To Fit Your Life

Yes, insurance is an important part of your Financial Plan.  Click HERE to learn more about the options available to you....

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