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August 2010

I took my daughter to Great Wolf Lodge recently, which is a family resort built around an indoor water park.

The park highlights are the water slides. They range from...

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July 2010

It is a well known fact in the insurance industry that bank mortgage life insurance is underwritten at the time of claim.

It is not as well known by...

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For most Canadians, a mortgage is the largest debt they ever take on. Much time and attention is given to negotiating the lowest possible interest rate, but typically much...

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I multi-task and I know that it interferes with my productivity. 

Recently, expert sales and productivity coach Nicki Weiss wrote a fantastic article on how (and why) to stop multi-tasking.  Below...

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June 2010

Now I've seen it all.

A friend of mine recently told me about a financial advisory firm that offers:

A FREE financial plan


A FREE Clublink golf lesson.


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It amazes me that millions of Canadians have billions of dollars invested in Money Market Funds (MMFs) that are earning no interest for all intents and purposes. In fact...

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I was having coffee with a friend recently who has three beautiful daughters age 6 and under. She asked me when I began giving my soon-to-be 11 year old...

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We ask a lot of questions before developing an investor policy statement for our clients and one of them is about their rate of return expectations.

But we don't ask...

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May 2010

Since May 1, 2010, travellers must present proof of health insurance in order to enter the country. Upon arrival, travellers may be required to present an insurance policy, insurance certificate,...

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A client of mine told me that her banker suggested that she might be able to reduce her account service charges if she switched to a "senior's account".  My client was skeptical and...

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