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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What Can Investors Learn From Canada’s Favourite Pastime?

Last week Clifford Asness, American billionaire and co-founder of AQR Capital a New York-based hedge fund, published a white paper on pulling the goalie in hockey and its implications for investing. For the full paper, just ask...

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Tax Return Checklist

Whether you file your own taxes or have an accountant, this CHECKLIST will help keep you organized and potentially save you money. ...

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Spousal Loans

A great income spliting solution for when one spouse is in a much higher tax bracket than the other.  Read more HERE....

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The Power of Compound Savings

It is no secret that the more money you put aside, the more options you will have in retirement, but when you start saving will also have a dramatic affect on achieving your retirment goals. Click HERE to see the difference saving earlier can have....

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Things to Consider When Writing Your Will

If you don't have a will, HERE are a few things to consider....

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Year-End Thoughts...

Although the markets are open three more days next week, for all intents and purposes, today is the last work day of the 2017 year. The office is very quiet already as people slip out early to do their Christmas shopping or get home to their families...

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