Smart financial decisions in a stressful market

25 May, 2017

Making smart financial decisions is a crucial part of retirement planning. But nonfinancial qualities such as courage also play an important role.... Read More

5 Myths of Retirees

11 May, 2017

Some myths become legend, and once they reach that level of status, it’s tough to shake them from their perch. The world of retirement planning is no different. These are five myths that still exist in retiree retirement planning:... Read More

Investing 101… don’t do this

27 April, 2017

You don’t need to be a rocket scientist to make money in the stock market. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. Subject to experience, everyone’s on an equal footing.... Read More

Avoiding regrets as you approach retirement

13 April, 2017

Wouldn’t it be nice if you could go back in time and change some things? Well unless you have a hot tub time machine, that ain’t gonna happen – but you can plan to prevent future regrets. Here are some regrets of pre-retirees and retirees…... Read More

How to be a better investor

30 March, 2017

Warren Buffet, widely regarded as the world’s greatest investor, is quoted as saying: “The markets, like the Lord, helps those who help themselves. But unlike the Lord, the markets do not forgive those who know not what they do.”... Read More

Turning 50

2 March, 2017

Ah, 50! You are now armed with the hard-earned wisdom of your years, and are eagerly anticipating what the next 50 years will bring! After the birthday candles have been blown... Read More

Tax Planning…

16 February, 2017

Tax Planning…Tax planning is a year-round challenge. So, here’s a bit of a checklist to help you plan – so that you can proactively initiate steps that are applicable to you, as timing and cashflows permit. Who knows, maybe you can pay half as much!... Read More

The trouble with business people

2 February, 2017

I've had the good fortune to have met some truly successful business people over the years – in the public and private company realm and at the local proprietorship level. While they have succeeded in different businesses, they have all demonstrated... Read More

Test your investment knowledge

19 January, 2017

Time to see just how smart you really are when it comes to investing. Do you know your investment IQ? Answer the following questions to find out. The explanations given following each question will hopefully help you to understand more about managing... Read More

RSP’s – now’s the time…

5 January, 2017

Some people think of a RSP as something they would purchase. But one doesn’t actually “buy” a RSP. Rather, one opens an account called a Registered Retirement Savings Plan (“RSP”) – and then, in conjunction with their financial advisor, chooses whic... Read More

Securing your Family's Future

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