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Your Success is My #1 Priority

On a semi regular basis a few family members, a friend and I meet for art sessions. The others are skilled painters and artists, unfortunately for me painting is not my forte. I’d rather express my creativity by putting pieces together to make a sum bigger than its...

New and More Doesn’t Mean Better

January is the beginning of a new year with unlimited potential. This blog post will both look forward and also reflect back on important milestones that may interest you. First off, your 2016 year end statement will have a lot more information on it about your cost...

The Forces That Separate You From Your Money

Hi everyone and welcome to 2017! Hope you all had both a restful and fun holiday time. I am fortunate to live close to Symons Valley Ranch, where the farmer’s market is located. This year they had live reindeer on display, and a chance to get your picture taken with...

Worse Than a Lump of Coal In Your Stocking

Canadians have been conditioned to believe that headlines in the media are the important news, but often that is untrue. Part of my value to you is to present the really impactful truths that are underreported. If you remember in January 2014, I wrote about the...

The Value of Advice

Research by the Wharton School of Business asked what clients of financial planners deemed the most important aspects of their professional relationship. The top 3 were: Trust, understanding of the family’s needs and goals, and the advisor’s communication practices....

What is the Future of Our Planet Earth?

The mayor of Rome Italy recently refused to back an Olympic bid for her city because as she said “we can’t even collect our own garbage.” New Delhi India, has closed schools for a few days because the air pollution is seriously affecting its citizens. Did you know...