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August 2017

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Is your magic number one million dollars, two million dollars, or five hundred thousand dollars?  It really depends on six primary factors. These six factors, depending on how they relate...

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Clients will occasionally ask: Why isn’t my investment doing well? Then I ask which one they’re concerned about, and what they’re basing that determination on.

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June 2017


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"If you can get your hands on a directory of doctors, you'll be made."  Believe it or not, this was part of my training as a rookie financial adviser over...

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November 2015


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Many Canadian seniors will be surprised when their RRIF payments decline by as much as 28% in 2016.  Seniors age 82-and-under will see a decrease of at least 20%*

Seniors...

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May 2015


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A new client recently said, “My relationship with money is changing.  I didn’t think it would happen so quickly”.

We all have a relationship with money.  It guides our decisions and as a result can define how we experience life.  Do you see yourself in these four money personality categories?

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Canadians are starting to take off the rose coloured glasses and see the banks for what they truly are; businesses designed to generate profits for shareholders.   Loyalty doesn’t mean what it used to and here is a case in point to prove it.

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April 2015


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We are often asked whether it makes more sense to apply extra cash flow to a mortgage or to retirement savings. This question is coming up more often these days given the low borrowing rates and recent great returns in the stock market. 

 

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March 2015


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Most retirees have several sources of retirement income.   The largest contributor to this income is typically a portfolio of investments.  Retirees spend decades savings for the future and trying to...

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July 2012


 

 

These days many Canadians are accepting career opportunities that take them to the United States for a number of years during which they accumulate assets in a U.S....

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January 2012


 Q: I am turning 60 next year. Should I apply for CPP now or wait until I am 65?


A: It sounds like you realize that electing to...

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