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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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May 2017


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Maybe some of you remember my blog post of 2010, on whether or not to give a child an allowance ? In case you didn’t catch it, or don’t boast...

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Many of you will have read my March post , discussing the furor over TD bank employees being caught breaking the law. You may remember I was unsurprised. Bank...

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A “job for life” is a thing of the past.  Most Canadians will receive a termination notice at least once in their career.  Don’t leave getting the best possible...

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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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November 2016


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My friend is dying, long before her time.  I visited her at the hospital today and the subject of bucket lists came up.  She asked me if I had one. 
 

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You've read the articles. Inability to save is like death by a thousand cuts. Cut out the small spends like expensive coffee is a step towards financial security.

Yes, I...

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June 2016


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When Harry met Sally it seemed like their differences complemented one another.  He loved it that she was responsible and “good with money.” Even though he made a decent salary, Harry seemed to live from paycheque-to-paycheque and never knew where his money went.

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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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