Category Archives: Investing

  • High or low?

    March,25,2021

    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

  • 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

  • How small businesses can help their employees & themselves

    November,24,2020

    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

  • Ignore the noise: Full of sound and fury, signifying nothing.

    October,13,2020

    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

  • The case against DIY

    September,23,2020

    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

  • The difference between saving & investing

    June,15,2020

    After about 3 months of isolation we are all getting tired of reading about it so I thought it would be nice to return to basics and talk about the difference between saving and investing.  This article from Fidelity explains…Continue Reading

  • “Normal” in the after-time

    May,13,2020

    We’ve all been in isolation for a while now and are anxious to get out and return to normal.  But will that normal be the same normal as the before-time?  We are experiencing the biggest medical emergency since 1918.  Is…Continue Reading

  • How to calculate your investment growth

    January,31,2020

    Year end statements for 2019 are arriving, so I thought it would be a great time to share this short video from Edgepoint that explains the proper way to calculate your investment return.  It also goes over the difference between…Continue Reading

  • Evolving retirement

    March,14,2019

    There is no question that our concept of retirement is changing.  There are different expectations between generations and genders.  Even spouses may have different expectations.  Have a look at this article by Peter Wouters for some interesting statistics. Do you…Continue Reading