The Vanilla Index

Remember that line from Toy Story 2 when with reference to the limbo dance Barbie asks: “How low can you go?” Well I couldn’t resist taking the photo in the email because the last time I looked at the price vanilla it was just shy of $30. I feel like saying “How high...

The Scariest Thing a Client Can Tell Their Financial Advisor

Ten days ago the Bank of Canada raised interest rates for the second time in less than 2 months. The prime rate is now 3.2 %. This increase will affect variable rate mortgage holders and those who carry a balance on a line of credit. The reason for the increase is...

Alberta Through the Eyes of a Visitor

It has been a while since I wrote a blog post. There were many topics and events I could have blogged about, but the chances were few readers would have been interested. I hope all of you had an interesting and enjoyable summer! This summer will be memorable for me...

Put Yourself In the Driver’s Seat

So far this year I have had the pleasure of assisting 3 clients with their offer letters. All 3 wanted another set of eyes so to speak, or a second opinion. In 2 cases the clients were not sure if the terms were acceptable enough for them. Let’s take a look at these...

Let’s Chat!

This is an opportune time to review how my sponsoring company Portfolio Strategies Corporation(PSC) and I communicate with you. I appreciate the feedback you have given me so far. First of all by law PSC must send a quarterly statement. Shortly after the end of each...