“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 in many types of investments.
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 and generate solid, consistent returns. Ultra-high-net-worth investors and institutional investors have been doing this for decades with non-traditional investments.
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 Canada. Three things stood out for me. Click to read our blog to find out what you can learn from Canada’s richest families.
Why Freedom 55 Could Kill You
The Freedom 55 commercials were one of the most successful marketing campaigns. A Canadian generation wanted to be able to walk the beach from age 55 on. It is a great motivator to save for retirement.
The Most Important Discovery I’ve Made In The Last Decade
I am constantly learning; whether it is from great books (thank goodness for audio books) or great people who I have the privilege of interacting with.
Today, I want to share with you one of the most important discoveries I have made in the last decade.
It has revolutionized my life, reduced my stress, and made life incredibly more enjoyable.
It is called the ‘Belief Matrix’ and it was taught to me by my friend and mentor, Paul Anthes, of R3 Coaching.
The 7 Forms of Generosity
Think of the last time you were the recipient of an act of kindness or generosity. How did it make you feel? Did it brighten up your day? Did you tell someone about it? Did it inspire you to pass kindness or generosity on to someone else? We cannot receive an act of kindness or generosity and not be positively impacted!
Willing Wisdom: 7 Questions to Ask Before You Die by Thomas William Deans
This book is a collaborative approach to the most important document you will ever write: Your Will. “When you will with wisdom, it’s wisdom that you will – this is your greatest gift.” Thomas Deans . Tom Deans is a leading consultant to high net worth families and has revolutionized the thinking around family legacy and estate planning.
The New Retirementality: Planning Your Life And Living Your Dreams…At Any Age You Want by Mitch Anthony
Top financial philosopher and bestselling author Mitch ended up starting a revolution by showing us that everything we had read about retirement was wrong—we needed a “new retirementality.” Fast-forward to today, when most of us are facing a very different retirement: fewer pensions, escalating healthcare costs, and inadequate savings.
Three Questions That Will Extend Your Wealth For Generations
We can have an incredible impact on the people most important to us. Smart families even extend their wealth and legacy through several generations
The Fallacy of Financial Independence
I believe financial independence is impossible. Though most people pursue it; I certainly did in my early years of business. However, I now believe something better is possible. Financial independence is heavily promoted by the financial industry. It’s that place in life where we “arrive”, have enough and are secure. Financial planning tools often identify the dollar value of financial independence based on a person’s desired lifestyle.