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The World in 2016

February 4, 2016 0 Comments
The World in 2016

JOIN US AT The Mary Irwin Theatre – Located in the Kelowna Rotary Center for the Arts at 6:30 PM on February 18th. You are Invited to an ‘Exclusive Event’ sponsored by Peak Investment Services Inc. and Russell Investments. Featuring Guest Speaker Darren Spencer, Director, Client Portfolio Manager, Russell Investments Presenting on: GLOBAL INFRASTRUCTURE, The $57 Trillion Opportunity! […]

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BORROWERS BEWARE, SAVING MONEY WILL BECOME ALL THE RAGE AGAIN!

October 8, 2015 0 Comments
BORROWERS BEWARE, SAVING MONEY WILL BECOME ALL THE RAGE AGAIN!

Countless Canadians are suffering from ‘debt fatigue’! Stagnant incomes, overspending and over reaching to become homeowner’s are the symptoms of low interest rates. Earlier today a young father jokingly commented, ‘that his seven month old son was growing up faster than his mortgage balance was declining’. If perception is reality, then it must be true. […]

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School Matters! So does teaching children good Money Habits

September 22, 2015 0 Comments
School Matters! So does teaching children good Money Habits

As parents we feel an obligation to help get our children off on the right foot about the importance of a good education! However, often overlooked is the value of teaching our children the importance of learning about money. The lessons they learn at home are amongst the most valuable, often the most simple. The […]

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The Direction of Oil Prices?

September 17, 2015 0 Comments
The Direction of Oil Prices?

The second most asked question these days, next to “What are interest rates going to do?” is, where is the price of oil headed? Rafi Tahmazian in my view is the one of the most credible Energy Portfolio Manager’s in Canada. I concur with his assessment of the political and economic issues impacting the Canadian […]

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Take a Stand, It Matters

September 9, 2015 0 Comments
Take a Stand, It Matters

Fraud and Corruption impacts us all! Unfortunately most of us go about our lives unaware of the impact it has on ‘middle class’ Canadians. Just as I am writing this blog, I received a News360 update that ‘United Airlines Ousts Chief Over Corruption Investigation’. It is this type of behaviour whether in business, or the […]

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Benefiting from Uncertainty

September 7, 2015 0 Comments
Benefiting from Uncertainty

Since January of 2015 we have been preparing clients for what Nick Murray refers to as “Volatility Fatigue” by reminding them that four years of virtually zero volatility is not normal. Nor is it expected to become the ‘new normal’. This was in anticipation that the ‘perceived’ free fall in oil prices which began early […]

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Think like a Business Owner

January 30, 2015 0 Comments
Think like a Business Owner

Small Business Owners play an important role in contributing to the well being of a growing economy. Investors invest their money in the hope that the economy will grow. For those of you who might be contemplating the starting up of a small business or if you know someone with entrepreneurial aspirations you might want […]

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Forecasting Commodity Prices is Foolishness

January 16, 2015 0 Comments
Forecasting Commodity Prices is Foolishness

Five short months earlier consensus among investors was that the energy sector was headed in only one direction—UP! Why was that? All eyes were on the ICE Brent Crude price of oil edging upward to $115.06 per barrel on June 19th, 2014. Few eyes were looking at Business fundamentals with any real conviction. Seldom a […]

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