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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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July 2017


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The investigation began in 2014. It concluded, with remarkable speed and efficiency, in 2016.

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May 2017


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By now, most of you working with a financial advisor or robo-advisor have completed a standard risk tolerance questionnaire. You know the questions:

 

 

How much of...

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April 2017


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Interest rates are still low. As a result, we are increasingly asked if it makes more sense to invest extra cash rather than pay down debt. The same...

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March 2017


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The TD news doesn’t surprise me, and it shouldn’t surprise you either.

When CBC recently dropped the bombshell that employees were being pressured to sell unnecessary products to customers,...

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February 2017


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Lucky Americans – they pay much lower investment advisory fees than we do in Canada.

Or so many people think … but is it true?

With the new CRM2...

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Bidding wars are a fact of life when waging the buying war for Toronto real estate.  Bully offers and condition-free offers seem to be one of the only tickets...

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I’ve always advised clients to approach financial news as interesting, but not reliable as an investment strategy source.

Ben Carlson, author of the A Wealth of Common Sense blog, recently...

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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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