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De-Dollarization and You – Part 1

There are many different types of global economic risks that financial advisors take into account when preparing a financial action plan for their clients. This is where advice and judgment come into play when working with you as a client. One area that is gaining increasing prominence is the role

Read More...

Are You Wearing Your Wealth?

We are being misled – seriously misled. No matter where you look, we are expected to believe that by buying lots of expensive, luxurious items, it signifies that we are wealthy. Nothing could be further from the truth. It’s really just cash flow.   Television and movies portray people that

Read More...

The Evolution of Advice

To get the best out of your current financial advisor, you need to better appreciate what kind of advice is available to you today versus in the past. And more importantly, what the provision of advice now and in future may look like and how this may impact your ability

Read More...

Procrastination – Your Financial Dream Killer

Despite what many people think, the number one financial dream killer isn’t portfolio losses, or financial emergencies, or unemployment, and not even natural disasters. The number one reason people fail to reach their financial goals is procrastination – putting off the inevitable until the cost of your dreams or goals

Read More...

Four Financial Promises to Keep

We’ve had a few weeks to make and break our New Year’s resolutions. Now is a good time to make some promises to give your finances an extra boost in 2018 and help see you better off by year-end.   1. Promise to make the biggest RRSP contribution you can.

Read More...

How’s Your Net Worth?

His banker asked Trent what his net worth was for a loan he was applying for. He had trouble answering the question right away.   What is Net Worth? Quite simply, net worth is the difference between what you own and what you owe. But true net worth may not

Read More...

Era of Rising Interest Rates

The recent increases in the Bank of Canada and Federal Reserve prime rate in the past few months signal the end of historically low interest rates. According to a Bank of England study released in early 2016, current low interest rates are the lowest in 5000 years of recorded history*!

Read More...

Saving Up For The Adolescent Years

Have you considered putting aside extra funds for the teenage years?   If you have not thought about this, then you may want to if you have a child that is quickly headed towards the adolescent years. This can be a turbulent time, not just with the emotion and drama

Read More...

Back to Basics

What problems does the financial industry solve for Canadian consumers? Where is the value added for interacting with the financial industry and why use an Advisor versus doing it yourself online?   To address these questions, here is a refresher on why the financial industry exists in the first place.

Read More...

Remember Me!

With spring just around the corner, many Canadians have young people in their lives who are graduating from university, professional schools or community colleges. When the excitement of Commencement wears off, they are faced with the challenge of finding their first full-time paid jobs.   The following are a couple

Read More...

De-Dollarization and You – Part 1

There are many different types of global economic risks that financial advisors take into account when preparing a financial action plan for their clients. This is where advice and judgment come into play when working with you as a client. One area that is gaining increasing prominence is the role

Read More...

Are You Wearing Your Wealth?

We are being misled – seriously misled. No matter where you look, we are expected to believe that by buying lots of expensive, luxurious items, it signifies that we are wealthy. Nothing could be further from the truth. It’s really just cash flow.   Television and movies portray people that

Read More...

The Evolution of Advice

To get the best out of your current financial advisor, you need to better appreciate what kind of advice is available to you today versus in the past. And more importantly, what the provision of advice now and in future may look like and how this may impact your ability

Read More...

Procrastination – Your Financial Dream Killer

Despite what many people think, the number one financial dream killer isn’t portfolio losses, or financial emergencies, or unemployment, and not even natural disasters. The number one reason people fail to reach their financial goals is procrastination – putting off the inevitable until the cost of your dreams or goals

Read More...

Four Financial Promises to Keep

We’ve had a few weeks to make and break our New Year’s resolutions. Now is a good time to make some promises to give your finances an extra boost in 2018 and help see you better off by year-end.   1. Promise to make the biggest RRSP contribution you can.

Read More...

How’s Your Net Worth?

His banker asked Trent what his net worth was for a loan he was applying for. He had trouble answering the question right away.   What is Net Worth? Quite simply, net worth is the difference between what you own and what you owe. But true net worth may not

Read More...

Era of Rising Interest Rates

The recent increases in the Bank of Canada and Federal Reserve prime rate in the past few months signal the end of historically low interest rates. According to a Bank of England study released in early 2016, current low interest rates are the lowest in 5000 years of recorded history*!

Read More...

Saving Up For The Adolescent Years

Have you considered putting aside extra funds for the teenage years?   If you have not thought about this, then you may want to if you have a child that is quickly headed towards the adolescent years. This can be a turbulent time, not just with the emotion and drama

Read More...

Back to Basics

What problems does the financial industry solve for Canadian consumers? Where is the value added for interacting with the financial industry and why use an Advisor versus doing it yourself online?   To address these questions, here is a refresher on why the financial industry exists in the first place.

Read More...

Remember Me!

With spring just around the corner, many Canadians have young people in their lives who are graduating from university, professional schools or community colleges. When the excitement of Commencement wears off, they are faced with the challenge of finding their first full-time paid jobs.   The following are a couple

Read More...