-A +A

investment planning

Talking To Your Parents While There is Still Time

Many clients in their 50’s and 60’s are increasingly worried about the finances of their aging parents. This is especially true in an era of unprecedented low interest rates. They often ask: "How do I talk to them about their care and their finances?"

Market Highs vs Your Goals

As equity markets in Canada and the U.S. make new highs on an almost daily basis, as of late June and early July, many investors have expressed increasing anxiety about a possible "correction".

The Magic Wealth Ingredient

There is a legend about a successful financial advisor in Warren Buffett’s stomping grounds of Omaha, Nebraska. It is reported that this advisor has learned the art of communicating the basics of wealth building with the local farmers. The advisor, who we will call Fred Smith, greets clients in his office with a window behind his desk that overlooks fields of blowing wheat and corn.

Drupal Themes by CMS Quick Start