Author: admin

I'm sure you have heard, or even said this yourself, "Renting is just throwing money away".  My guess is 99% of people (and you may be one) believe, without a…

In my current round of R-U-P-A  meetings with clients (RUPA being, Review-Update-Plan-Attain), I've  been doing a re-check with each client on when their Will was last done.  The range of…

Shouldn't it be that I get paid interest when I deposit money?  Yes, normally however there is always another historic first event and today it is that the Greeks are…

Many of us look forward to and get to enjoy, a summer with a body of water, to immerse ourselves in physically and / or scenically.  When we are in…

There are 2 sides to a personal balance sheet, assets and liabilities.  Most of the time, Financial Advisors are focusing on the assets and for good reason; assets increase over…

Currently, the overall sentiment among the investment public seems to be of a very cautious nature.  With the recent roller coaster ride we have been on, this is very normal. …

There is a Referendum happening in BC and the voting ends on Nov. 30th.  The goal of this is to eliminate what some believe, is the unfairness of our existing…

Unless your portfolio was positioned in the most conservative of ways through much of 2017 (or had a significant tilt in that direction), a well-diversified, global portfolio produced healthy returns…

“Active Management” is investment management that is continually turning over rocks to find investments that other investment managers are unwilling to invest in or simply just don’t see. They are…

I am finally getting back to the blog posts after a business transition which I started preparing for in the Spring of 2014 and have now finished the biggest part…