Client Login
Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.
As you (hopefully) find time for relaxation in the last few weeks of summer, we wanted to leave you with some food for thought and a timeless reminder of successful long-term investing: Reviewing a portfolio too often isn’t good for you OR your portfolio...
Recently, the Bank of Canada said that inflation (rise in general price level) “has been running at a rate of close to 4% the last few months...and is expected to near 5% by the end of 2021”, reaching levels that have not been seen since the early 90’s. I’m...
“If you’re a financial planning client of a bank that has stopped selling third-party funds, it’s time to schedule a chat about the future.” An interesting article with this headline by columnist Rob Carrick in the Globe and Mail can be found here:...
On March 20th 2020, the S&P500 index (a main stock market reference to judge the US economy) was down 34% from its previous high reached that February. During that span, we witnessed one of the most volatile stretches in stock market history. The pandemic...
With the Super Bowl “kicking” off this past weekend, no doubt many of you witnessed the continued obsession self-directed platforms put on “Retiring 30% Wealthier”. If you have seen these ads, it would suggest you would do well with them. The constant undermining of...
With many hundreds of billions of dollars circling the globe every day, financial markets are becoming increasingly complex. Given this, it only makes sense that your investments should be fully researched and followed on an ongoing basis by someone with the expertise...
Remember: Patience is a virtue Although the best investors understand the importance of patience, it is one of the most difficult skills to learn as an investor and portfolio manager. You’ll often hear the expression “patience pays off”, but what does that actually...
We’re entering our second month of the COVID-19 pandemic and it continues to have a lasting impact on all parts of life. New daily routines have been established, as we all do our part to flatten the curve. Instead of panicking, it’s better to step back and focus on...
An article with this title was published in the March 20th Edition of the Globe and Mail. The reporter, Rob Carrick wrote about how the Financial Consumer Agency of Canada outlined in a report issued in mid-March that the Big Six banks are sharply focused on selling...
Do sales goals get in the way of a financial institution’s promise to put clients’ interests first? Can banks and credit unions align their priorities and interest with that of the consumers? Twisted Priorities The banking industry has been shaken up in recent months...
C
Download your copy for free today!
Remember, successful people ACT towards the future they want!
As you (hopefully) find time for relaxation in the last few weeks of summer, we wanted to leave you with some food for thought and a timeless reminder of successful long-term investing: ...
We spend a lot of time speaking about managing emotions and investor behaviour. Setting expectations is a big part of that. Now, why would setting realistic expectations be so important to our...