Category Archives: Education

  • Be prepared

    April,21,2022

    I was a boy scout when I was younger.  The motto of the boy scouts, when I was a member at least, was “be prepared”.  In theory, it meant that no matter what happened, you would be ready for it. …Continue Reading

  • Play your part, we have you covered

    January,13,2022

    No matter the age of life you are in, your financial plan should be your boon companion and echo your place upon the stage, helping you with your life goals, for your lifetime. Looking for your cue?  Lifetime Financial Services…Continue Reading

  • An easy way to protect your family

    December,13,2021

    Over the course of this year, I have talked about the importance of being prepared for those moments in life that no one wants to experience.  Those moments that can put enormous stress on us, our families, and our businesses….Continue Reading

  • Surprise is for the unprepared

    November,9,2021

    “Strangeness adds to the weight of calamities, and every mortal feels the greater pain as a result of that which also brings surprise. Therefore, nothing ought to be unexpected by us. Our minds should be sent forward in advance to…Continue Reading

  • Life does not care what we would rather be doing

    October,8,2021

    In June I asked, “Can you afford to get sick?”.  I encouraged you to look at your present situation and see how your family and you would be able to financially respond to a medical emergency.  That article also had…Continue Reading

  • Segregated funds and mutual funds: what are the differences?

    August,3,2021

    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

  • Can you afford to get sick?

    June,22,2021

    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

  • Mental health and how to help

    May,12,2021

    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

  • What does your portfolio manager have to say?

    February,2,2021

    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

  • Uncharted Waters: Navigating Volatility

    January,15,2021

    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