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3 Steps to Keep Your Money from Wrecking Your Kids
It is hard to walk the fine line between using our money to bless our kids and over doing it such that our financial blessing starts to become a curse. Consider these three steps to...
Four of Life’s Most Critical Questions
The demands of all the urgent things in our life keep us from focusing on the important things. After nearly 30 years providing financial advice, I believe the following four questions are the most important...
How To Eliminate CRA From Your Estate
There is a BIG hole in most individuals’ tax planning – they try to reduce their annual taxes during their lives while rarely considering how much their estate will pay in taxes. If this isn’t...
Five Creative Ways To Be Generous This Holiday Season
As the townhouses in my complex started to light up and mall parking lots became packed with shoppers, I realized the holiday season was upon us. This is the season for gift giving, meal planning...
Thank You!
Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients,...
Three Steps To Eliminate Stress from Your Portfolio
“I have absolutely no concerns about our financial future”. This was the unsolicited response at the end of a recent client review. This client is a more sophisticated investor with a long history of investing...
Volatility is Optional for High Net Worth Investors
Are you tired of volatile equity markets? Want to escape the losses in your fixed income investments? If your investment portfolio exceeds $1M you can avoid the volatile equity markets, avoid losses in fixed income...
How To Drastically Reduce the Potential for Losses in Your Portfolio
After more than a quarter century in the investment industry I’ve witnessed lots of volatility in the markets. Investors that had quality investments and were patient to stay invested made reasonable returns over the long...
What We Can Learn from Canada’s Richest Families
I was on a webinar recently that featured Paul Desmarais III. Paul is the Chairman & CEO of Sagard Holdings ULC and SVP Power Corp. The Desmarais family is one of the richest families in...