Subscribe via RSS Feed Connect on Google Plus Join Our LinkedIn Group Connect on YouTube

Investing

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 […]

Continue Reading »

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 […]

Continue Reading »

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 […]

Continue Reading »

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 […]

Continue Reading »

A New Way to Grow and Protect Your Nest Egg

A New Way to Grow and Protect Your Nest Egg

If you’re like most people, you know that investing is a trade-off between risk and return. Some lower risk investments may guarantee your money, but often provide lower returns. On the other hand, many investments that offer higher returns can come with a greater level of risk. The trade-off is finding the right balance for […]

Continue Reading »