Sure go head and choose the trending colors on Pinterest or go to the latest blockbuster movie. Even check out the trendiest resto in town. But please don’t apply that popularity concept to your investments. Further to my last blog post let’s take a deeper dive into...
When you are as old as I am, the phrase been there done that takes on new meaning in all aspects of life. The stock market and the activity of its participants follow patterns that hold true no matter the decade. It just blows my mind at the similarity of people’s...
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...
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...
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....
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...
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...
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,...
For the most part my blog posts have leaned towards the more factual side of topics related to your money and finances. I thought I would make this blog post more personal where maybe you could get a glimpse of my personality and values, so you would know I am more...
We do a lot of verification in our lives. Is the front door locked? When does the oil in the car need changing? We go to the dentist for a checkup. Your credit score and report are 2 items in your financial life that are rarely given a thought. That is until you find... 
