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Empty Nests and New Beginnings

The term ’empty nest’ evokes different feelings for everyone. It may have happened way too fast or maybe it took far too long, but with all your children almost grown and out of the house, a new phase of your life is about to begin. As with every stage of

Read More...

Emerging Opportunities

When pondering the financial impacts of the Covid-19 quarantine and the resulting global economic shutdown, it helps to visualize dropping a pebble in a pool of water. As any child knows, the ripples start moving away from the point of impact until they disappear across the pond and finally dissipate,

Read More...

Bathtub Economics Explained

The fastest market correction in history, that started in the last week of February and bottomed in late March, led to the fastest bounce back over a five-week period, since about 1987 1. However, at the time of this writing, most of the major market indexes are still below their

Read More...

Your Financial Future

Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an Estate Plan and a Financial Strategy are important for those who want to ensure better tomorrows for ourselves and our

Read More...

Canada: True North Strong and Free – Together

Over the past several weeks, provinces across Canada have relaxed social distancing rules and begun the process of “re-opening” for business. Looking back over the past three months, while there have been many moments of stress and anxiety, there have also been moments to be thankful. What is there to

Read More...
The Basics of a Successful Financial Strategy

The Basics of a Successful Financial Strategy

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for a financial strategy. The following are the basics of a strong financial foundation:   Budget – Governments and businesses use budgets

Read More...
Global Economic Challenges

Global Economic Challenges

One of the world’s richest men, Warren Buffett, acquired his wealth by following a very simple rule during times of market volatility: “Be fearful when others are greedy, and be greedy when others are fearful.”   With mass media websites trumpeting headlines like “Oil collapse and global stampede out of

Read More...
New Year. Fresh Start.

New Year. Fresh Start.

With the holidays behind us, and the credit card bills arriving as testimony to your celebrations, perhaps now is a good time to reflect upon some potential Resolutions for the coming year.   Goal setting is best done when goals resonate with your life plan! You need to be specific

Read More...
Simple Goals for Living Well

Simple Goals for Living Well

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky waters in

Read More...

How Inflation Affects Your Financial Strategy

If you were going to recommend a treatment plan for a loved one suffering with alcoholism, would you prescribe more alcohol as the best course of action to help them to recover or otherwise improve? Now put this question aside for the moment.   Let us look at the personal

Read More...

Empty Nests and New Beginnings

The term ’empty nest’ evokes different feelings for everyone. It may have happened way too fast or maybe it took far too long, but with all your children almost grown and out of the house, a new phase of your life is about to begin. As with every stage of

Read More...

Emerging Opportunities

When pondering the financial impacts of the Covid-19 quarantine and the resulting global economic shutdown, it helps to visualize dropping a pebble in a pool of water. As any child knows, the ripples start moving away from the point of impact until they disappear across the pond and finally dissipate,

Read More...

Bathtub Economics Explained

The fastest market correction in history, that started in the last week of February and bottomed in late March, led to the fastest bounce back over a five-week period, since about 1987 1. However, at the time of this writing, most of the major market indexes are still below their

Read More...

Your Financial Future

Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an Estate Plan and a Financial Strategy are important for those who want to ensure better tomorrows for ourselves and our

Read More...

Canada: True North Strong and Free – Together

Over the past several weeks, provinces across Canada have relaxed social distancing rules and begun the process of “re-opening” for business. Looking back over the past three months, while there have been many moments of stress and anxiety, there have also been moments to be thankful. What is there to

Read More...
The Basics of a Successful Financial Strategy

The Basics of a Successful Financial Strategy

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for a financial strategy. The following are the basics of a strong financial foundation:   Budget – Governments and businesses use budgets

Read More...
Global Economic Challenges

Global Economic Challenges

One of the world’s richest men, Warren Buffett, acquired his wealth by following a very simple rule during times of market volatility: “Be fearful when others are greedy, and be greedy when others are fearful.”   With mass media websites trumpeting headlines like “Oil collapse and global stampede out of

Read More...
New Year. Fresh Start.

New Year. Fresh Start.

With the holidays behind us, and the credit card bills arriving as testimony to your celebrations, perhaps now is a good time to reflect upon some potential Resolutions for the coming year.   Goal setting is best done when goals resonate with your life plan! You need to be specific

Read More...
Simple Goals for Living Well

Simple Goals for Living Well

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky waters in

Read More...

How Inflation Affects Your Financial Strategy

If you were going to recommend a treatment plan for a loved one suffering with alcoholism, would you prescribe more alcohol as the best course of action to help them to recover or otherwise improve? Now put this question aside for the moment.   Let us look at the personal

Read More...