Recent Articles

While the Bank of Canada publicly muses about adopting negative interest rates on Government Bonds as a policy tool to stimulate economic growth, the Bank of Japan recently cut its benchmark interest rate below zero, …

9 Ways to Destroy Wealth

Taking the time and effort to manage your money better is certain to pay dividends in the future. By following the rules of careful money management, it is possible to cut out wasteful outgoings and …

Traveling in Retirement

One of the top retirement goals for many is travel. As many as 1.5 million so called “snowbirds” travel to the Southern United States during the winter. With summer just around the corner, thoughts turn …

Investing Like the Rich Do

“Everyone has a plan until they get punched in the face.” George Foreman.   With RRSP season upon us, it might be useful to see how the wealthy invest their funds for some indication as …

Since their introduction in 1957 as an incentive to save for retirement, Registered Retirement Savings Plans (RRSPs) have evolved into the most popular savings vehicles in Canada. All too often, though, RRSP decisions are made …

The Client Interview

There is often a sense of nervousness when you go to your first meeting with a new financial planner or advisor. How should you approach the meeting? What and how much should you tell them? …