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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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October 2015


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  Recently, the Globe and Mail created a tool for investors to compare if they are paying more or less for advice than other investors who complete the questionnaire do. ...

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September 2015


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If you have been watching the news lately you will be well aware that the major stock market indices have declined from their highs from earlier this year.   This may...

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July 2015


Following several years of above average equity market returns, it is time to take a step back and reset our expectations for returns over the next 5 to 10 years.  This is because investor expectations for future returns are typically based on their recent experience.  In behavioral finance terms, this is called the “recency effect”.  This usually leads to two fateful investing mistakes.

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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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