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Author Archive: Adrian C. Spitters, FCSI®, CFP®, FMA

Adrian Spitters is an avid writer and blogger who recognizes the need to publish on issues relating to the retiring business owner and farmer, by offering information and insight to help them transition into retirement and create sustainable multi-generational family wealth.

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Infographic: Vancouver Real Estate Mania

Infographic: Vancouver Real Estate Mania

Courtesy of: Visual Capitalist

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The Common Correction

The Common Correction

How 3rd Quarter of 2015 Market Corrections Compare to the Common Cold Have you ever caught a cold that seemed to drag on forever?  The kind of cold where your sniffles and coughs persist for weeks? The markets are experiencing just such a cold now. The third quarter has ended, and no one is sorry […]

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7 Key Questions Every Financial Advisor Must Be Able To Answer Before You Hire Them To Manage Your Money

7 Key Questions Every Financial Advisor Must Be Able To Answer Before You Hire Them To Manage Your Money

Your financial freedom, security and peace of mind could be at stake! It is very rare for a financial advisor to be able to answer yes to ALL 7 of these questions! It’s shocking but true. Every day, affluent boomers and business owners hire financial advisors they should not be hiring – individuals who quite […]

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Why Financial Advice Matters

Why Financial Advice Matters

Studies have shown that households that seek financial advice are better prepared for retirement than those that do not Acquiring wealth is not always achieved through choosing investments with the highest returns. Many investors are confused by the difference between the cost of investing and the value of advice. If you manage your own investments […]

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Building the Ideal Portfolio

Building the Ideal Portfolio

Building the ideal portfolio requires a blueprint Your wealth is the culmination of your hard work, discipline, and astute management. Wealth equals freedom, yet growing and preserving your wealth can often pose significant challenges. Having true wealth not only presents opportunities, it also presents a multitude of complex challenges. With today’s uncertain economic outlook, volatile […]

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Thoughts on Four Financial Hot Spots

Thoughts on Four Financial Hot Spots

When it rains it pours, as the saying goes.  If you’ve been following the financial news this summer, it probably seems like a torrential storm has been churning all around the world.  Every week, people ask me about the headlines they hear on TV.  “What’s going on with China?” they want to know.  “Is the […]

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The 2017 Challenge: Reduce Your Income Tax Bill By 15% to 30% (Part II) – MillionaireDowntheRoad.com

The 2017 Challenge: Reduce Your Income Tax Bill By 15% to 30% (Part II) – MillionaireDowntheRoad.com

Income tax may only be on your mind for a few days weeks in April of each year but, its impact is far-reaching, extending over our entire lifetime. Why, then, do most of us spend more time (and money) fixing our cars than we do trying to reduce our annual income tax bill? Is it […]

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The Second-Opinion Portfolio Audit

The Second-Opinion Portfolio Audit

If you’re like most baby boomers, you have built up a sizable nest egg. However the journey building that nest-egg may have been somewhat haphazard. You have multiple investment accounts with multiple advisors. You have a rough idea of how much you have saved, but it’s a challenge collecting all those investment statements to get […]

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Are you one of Canada’s top Money Managers?

Are you one of Canada’s top Money Managers?

You do not have to be one of Canada’s top money managers to build the right investment strategy! If you’re like most people, you know that deciding how to invest your retirement nest egg can prove to be a challenge. With historically low interest rates, uncertain and volatile stock markets and historically high real estate […]

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The Year of the Bull Turns into the Year of the Bear

The Year of the Bull Turns into the Year of the Bear

“Nothing in life is to be feared.  It is only to be understood.” – Marie Curie Many people have asked us about the recent news out of China.  “What’s happening to their stock market?” they want to know.  “Will it affect us?  Should I be worried?” I offer the above quote as a response.  Nothing […]

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Prescription before Diagnosis is Malpractice!

Prescription before Diagnosis is Malpractice!

Your financial health could suffer if your financial advisor offers you a financial prescription before diagnosis of your financial health. When we visit our doctor, we expect that they will ask us a whole bunch of questions, check our heart rate, blood pressure, poke and prod us before we walk out with a prescription for […]

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