Couples and Money – A Beautiful Partnership

February 20, 2024

According to The Beatles, money can’t buy you love but as many people will attest, money can certainly destroy. Paul McCartney was always the Fab Four’s hopeless romantic.
How to Beat Blue Monday (or the January Money Hangover)

January 12, 2024

Accumulation for Show, Decumulation for Dough

December 13, 2023

Even those who despise golf will likely have heard the saying, “driver for show, putter for dough.” The premise: that smacking the ball 300 yards looks great but the ability to get it in the hole is what determines success.
What to Do: Fraud & Scammers

October 30, 2023

Scams get more sophisticated every year. According to the Canadian Anti-Fraud Centre, there were 92,078 reported cases in 2022 – equaling $293.5 million in losses for both people and businesses.
Can the Federal Government Affect Your Finances?

October 6, 2023

People have a lot to say when it comes to politics. In part because government policies affect people's lives but how can the federal government affect your finances? The truth is, it’s complex but here are some of the more talked-about ways the federal government can affect your cashflow or investments.
Discover your “Why” – The Intangible Benefits of Investing

October 8, 2022

So much of the investment industry is focused on the “how” - how to get enhanced returns, how to build a portfolio, how to save tax, or how to capture the “next big thing”. Very few companies emphasize the “Why” but given the increased commoditization of investment products and the pressure on many advisors to sell proprietary funds, it’s never been so important for individual investors to find their “Why”.
Keep Calm and Plan for Volatility

October 27, 2022

Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and a news cycle of war and political division, and it’s little wonder many investors want to exit the market and hunker down until the good times return.
Dangers of Information Overload

September 7, 2022

Decades into the information age, have we hit peak screens? Everywhere you look, people are offering advice. Investing “tips”, stock “insights”, and promises of “financial security” abound across social media and TV.
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