Category Archives: Education

The next time you visit your financial advisor, you may be asked to provide the name of a trusted contact person. What is a trusted contact person? A Trusted Contact Person (TCP) is someone you trust that you can authorize…Continue Reading

This post, I thought I would try something a little different and provide a summary of the second quarter.  Enjoy! Q2 was a second successive strong quarter for investors as stocks continued their promising 2023 recovery and bond yields stabilized…Continue Reading

A lot of interesting stuff comes through my inbox everyday, aside from the client and business communications.  Most of this stuff can be swept aside and ignored.  There are times, however, when I can’t help but stop and take a…Continue Reading

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

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

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

“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

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

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