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Simple Money Mistakes Every Retiree Can Avoid

Every day newspapers carry headlines that worry retirees. The challenge is learning about the risks. While...

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Managing Money Systematically

The new buzzword in the investment industry is “program.” It seems several well-known...

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You need a system to rebalance your portfolio regularly

Rebalancing Tires and Money

In Canada, we all know the importance of maintaining our vehicles for...

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Manage your risks

How to Utilize Diversification to Manage Your Money

There are more investment management programs available...

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The Wrong Time Horizon

Average life expectancy increased from 47 years in 1900 to almost 78 in 2004. Then to 83 in 2019. Do...

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Do not let emotions drive your investments

Testing Your Emotions

It is a well-known fact that 80% of professional money managers under-perform their...

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Not Using the Services of a Deposit Broker

What is a Deposit Broker?

Deposit brokers are independent retailers of _ financial products and services...

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Avoiding High Income Risks

Some retirees are not aware of all of their opportunities for a regular fixed income, or they misunderstand...

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Hysteria in the Headlines

Throughout history, people associated with the stock market loved predicting doom and gloom. They still do....

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Less Diversification and More Worry

In his new and revealing book The Empowered Investor, portfolio manager Keith Matthews, having spent twenty...

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What My Step Dad Taught Me About Money

My clients often tell me that their parents didn't teach them anything about money.
They mean that their...

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Maximize Your CPP Benefits!

Consider ways to maximize your Canada Pension Plan. This could include early retirement, contributing past...

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Monthly Cash Flow Strategies

A Secret Monthly Cash Flow System

Larry from Lakeshore dropped by to ask me how he could start taking...

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This Is Why You Need To Talk About Money

Can I be honest with you? Most people don't like talking about money. Whether that's a culture thing, a...

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Earning Interest Income Inside Your RRSP/RRIF Instead of Outside

Are you one of those investors who doesn’t mind risk inside your registered plan, RRSP, or RRIF but...

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Not Cutting Senior’s Tax with Prescribed Annuities

If you’re more than 65 years of age and looking for a low-risk way to reduce taxes on retirement...

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Common Mistakes in Wealth Transfer

Estate planning is just like planning a trip: Leave proper instructions, including keys, to people you...

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Not Understanding Probate or Estate Planning Costs

In common usage, probate refers to the process of applying to a court to have a will confirmed as valid and...

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Leaving Your Spouse Broke

Have you established a plan to ensure your spouse will continue to have sufficient income? Many seniors...

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TAKE control of your financial future

The road to financial freedom, wealth, and prosperity require an accurate map that will let you plot a...

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