by citicinn | Mar 7, 2018 | Uncategorised
One of the suggestions for a blog post was: How do I select the companies or investments for you my clients? Here are the characteristics that must be present in order of importance: First and foremost is that the company must walk the talk. In other words what is... by citicinn | Feb 7, 2018 | Uncategorised
Here are 5 questions to ask yourself to reflect on your future financial goals and to hopefully help you to be prepared for whatever the journey may bring: What are your top 3 financial priorities or concerns? Who do you care about and/or are financially responsible... by citicinn | Jan 29, 2018 | Uncategorised
Two recent client situations led me to write this blog. There is a myth that is perpetuated that financial success is achieved by choosing the right investments with a good return. That is untrue. Your own financial behavior will have a greater effect on your outcome.... by citicinn | Jan 6, 2018 | Uncategorised
Happy 2018 everyone! Hope your December was fun and relaxing! The times I have spent with clients to help them get a handle on their monthly spending has always been very fruitful. At first some are reluctant to put in the effort to track all of the transactions for a... by citicinn | Nov 13, 2017 | Uncategorised
With regards to responsible or sustainable investing a client recently asked me: Are you recommending this investment for moral purposes? He wanted to know if he would be sacrificing a good rate of return for doing the right thing. Maybe in the past that might have... by citicinn | Oct 30, 2017 | Uncategorised
This blog post will follow the format of a news article by listing noteworthy financial events that will affect many Canadians. Here they are in order of importance: Bill C-27 is rightly back in the news. The government has quietly tried to slip this into law,...
