07 June, 2017 Financial Planning Investment Services

Are You Getting the Wool Pulled over your Eyes?

Rarely does a day go by when we don’t’ hear so-called “investment experts” pontificating about getting in and out of the markets as if they have some kind of superpowers that can make the correct calls on a consistent basis....

05 May, 2017 Financial Planning Special Reports and Newsletters

Planning Your Financial Future

Life stages and the impact on financial planning....

26 March, 2017 Financial Planning

2017 Federal Budget Highlights

The Liberal’s second budget, released yesterday, offered very little for investors. Nonetheless, there are a few things that could affect an investor’s personal finances....

24 February, 2017 Financial Planning

PARALYSIS BY COMPLEXITY

One of the most important decisions that you can make is to keep your financial life simple. Our world is fraught with complexities, and, when it comes to the financial industry, we are probably second in line to the legal profession, when it comes t...

23 December, 2016 Financial Planning

The Dow at 20,000 Points!! Pop the Champagne and Hug Your Advisor! Not so Fast!

Today, many are celebrating the fact that the Dow Jones has almost reached 20,000 points, an all-time high. Before your wash down that caviar with a glass of Moet Chandon, there is a thing or two you should know....

22 November, 2016 Financial Planning

O Solo Mio!

December 5th 2016. Could Italy be the next domino to fall ? A few facts to start with. Italy's economic growth has been slower than an escargot for over a decade, so slow in fact, that the woeful economy of Japan has out- paced that if Italy....

09 November, 2016 Estate planning Financial Planning Tax Planning

For A Future You Can Count On - Watch Video!

Creating wealth is simple, but it’s not easy. It’s not easy, because there are headwinds that are out of your control. Or are they?...

21 October, 2016 Events Financial Planning Special Reports and Newsletters

US Elections and Markets 2016

History shows an interesting relationship between market volatility and Presidential campaigns. Take a look. - Robert Roby

08 September, 2016 Financial Planning Investment Services

A Record Breaking Bull Market? Not Really! Get Ready for the Bear.

A bull stock market is everyone’s favorite animal until the bear shows up and creates havoc, especially for those investors who treat the market like a casino. So, how does this stock market run compare to the Bull markets of the past and what we can...

12 July, 2016 Financial Planning Retirement

Making Sense of the New CPP Legislation

Last month, Canada’s finance ministers reached an agreement, historic according to some, to expand the benefits of the 44 billion-per-year Canada Pension Plan. The CPP was originally enacted to provide 25% of what actuaries felt would be a comfortable...

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