I frequently get asked about the difference between segregated funds and mutual funds.  In fact, some people have never heard of segregated funds.  One reason for that may be that there are significantly more mutual funds available in Canada than…Continue Reading

If I had to pick a couple of positive points that have come out of this pandemic, it would be that many people have a greater sense of what is important in life and how important good health is. The…Continue Reading

In the past I have written about the impact of finances on our mental health. Our financial situation can often make a mental health issue worse. This is not entirely surprising as many financial challenges can coincide with difficult personal…Continue Reading

As an advisor, I find it very helpful to know what the people managing the mutual funds that I recommend think about the markets, the economy, and where they think they can make money. I think more investors should take…Continue Reading

I wanted to share this article from Brian Levitt, an analyst with Invesco Canada. It provides an interesting picture of the markets during the last year and questions one of the “rules of investing” – buy low and sell high….Continue Reading

This month I thought I would share this recent podcast from Tye Bousada, a portfolio manager and founding partner of Edgepoint Wealth Management. I know that the vast majority of investors do not really pay attention to how their investments…Continue Reading

Much has changed for us in the last year, and when it comes to the markets, the pandemic has raised many questions. I am happy to offer this presentation in conjunction with Franklin Templeton that covers historical market shocks, human…Continue Reading

Let’s face it, we are living in a stressful time.  Most of us are dealing with issues that we never expected to have.  We are changing the way we behave and work, whether we want to or not. Part of…Continue Reading

Are you watching the news right now?  Are you following the US presidential election?  It is hard not to. It seems like it is being talked about all the time on all media.  As a financial advisor, I am getting…Continue Reading

A couple of years ago I wanted a new deck.  I checked around and found out what the professionals were charging, and I thought that it was too much.  How difficult is it to build a deck?  After a little…Continue Reading