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The Basic Truths About Investing

The first few months of 2022 have been tough for investors. Here’s a refresher on the best ways to weather uncertainty. I have been through a number of periods like this in my career and am often asked by clients what they should be doing in response. There are 10 basic truths of investing that […]

5 Things to Help You Survive Your 40s and 50s

You know those days where everything feels like it’s going wrong and you’re so tired? Sometimes you don’t know what direction’s up. Those days are inevitable, but they can also be a lot more manageable when you know what you’re working towards. Here’s 5 things that’ll help you survive—and make the most of! —your 40s […]

What is a Professional Financial Advisor?

Do you like to talk about Insurance, Cash Flow Planning or Investment Planning? Financial Planning is a topic most people do not enjoy talking about openly. Kind of like when you’re asked to pick which Grandma is the better baker. It can also be very confusing as there is a lot of moving parts, and […]

The Lazy Days of Summer….but keep to your plan

As we celebrated July 1st earlier this week, we are reminded of the history of our country. It is the effective date of the Constitution Act, 1867, which united the three separate colonies of the Province of Canada, Nova Scotia, and New Brunswick into a single Dominion within the British Empire called Canada. It also […]

Savings vs. Investing…What’s the difference?

In my last blog I referenced the terms Savings and Investing and asked if you knew what the difference between the two are. Each have very different meanings, uses and maintaining a balance between the two, will help you reach your financial goals. Before we get into looking at the differences between saving and investing, […]

Is Financial Peace of Mind Possible?

Do you have financial peace of mind? Would your life be simpler if you didn’t have any financial worries? In reality, we probably will all face some level of financial worry, the question is how we deal with it. Here are a few tips to help reduce stress and achieve financial peace of mind. Are […]

Let’s talk Investment Fee’s

This seems to be a hot topic within our professional associations, investor groups and the media. And its something that we should all understand and be aware of. There is one issue that comes up with several colleagues and that is the advertisements we seen on TV. In particular, the Questrade ads which claim you […]

The ABC’s of RRSP

We are twenty-one days into what some advisors call “RSP season”, so we wanted to take a step back and help you better understand RRSPs and the benefits, here are the ABCs of RRSPs: A: Automatic RRSP Contributions Setting up an automated RRSP contribution plan (PAC) can substantially increase the value of your portfolio. Benefits […]