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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.
The more we watch the media the more important it is to remind ourselves of what constitutes proven investment truths. We would like to give credit to an article by Ben Carlson at www.wealthofcommomsense.com for putting together 36 investment truths that serve as a...
Research has shown that about half of all adults make New Year’s resolutions. However, according to Mark Griffiths, Director of the International Gaming Research Unit and Professor of Behavioural Addiction at Nottingham Trent University, fewer than 10% manage to keep...
A new Ipsos-Reid survey indicates that while 97% of parents surveyed want their children to further their education, only 49% of them actually have a Registered Education Plan in place. While it may not cover a child’s entire College or University stint, if set up at...
For those of us who will need to live off the assets we have accumulated over our working years, one of the most important milestones occurs when we start converting our savings into income. In our view, for most people this is the most important crossroad in their...
I recently read Richard Thaler’s book called “Misbehaving” which reviews the history and studies done within the field of Behaviourial Economics – how human behaviour (regarding financial decisions) affects people and the economy. Richard coined a phrase called...
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...
The New Year is a great time to reflect on the events of the past year to see if we can learn anything that could help us in the future. As a Financial Planner and Investor I can think of nothing that can help us become better investors than to look at what happened...
Watching the constant flow of positive and negative news unfold over the last 20 years has made a number of things very clear to us. First of all, no one really knows what’s going on in the markets in the short term. I remember listening to a very well-respected...
It’s important for us to stay on top of issues that pertain to you and your family’s financial health. Below is a brief overview of the Federal budget introduced by the new Liberal Government on March 22nd . We will adjust our tax planning strategies as required for...
Recording artist Daniel Powter was having a bad day – for much of the summer of 2006. At least that's what his popular song called Bad Day told the world. Anyone who has invested in the stock market can sympathize because they, too, have probably seen their fair share...
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There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open...
Over the next few months everyone will be gearing up for income tax season. In the year ahead, set yourself up for a more favourable income tax situation in 2023 & 2024. Consider; Maximizing...