Blog

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

Start the New Year off right – Build a Financial Plan

22 December, 2016

Happy Holidays to one and all! May the spirit of the Season be with you, and may 2017 be filled with happiness and good health!... Read More

Checking Your Financial Pulse

8 December, 2016

As we approach the end of another year, it’s a great time to review, revise and refresh your overall financial position.... Read More

2016 Year End Tax Tips – Part Two

24 November, 2016

Tax planning should be a year-round affair. But as year-end approaches, it is a particularly good time to review your personal finances and take advantage of any tax planning opportunities that may be available to you before the December 31st deadlin... Read More

2016 Year End Tax Tips – Part One

10 November, 2016

Tax planning should be a year-round affair. But as year-end approaches, it is a particularly good time to review your personal finances and take advantage of any tax planning opportunities that may be available to you before the December 31st deadlin... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.