Jun 29

Investing in China

“A frequent question I'm often asked by investors is about how to invest in China." Chinese markets have been soaring in…

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Jun 22

Which Way is Your Portfolio Headed?

“Markets are dabbling in uncertainty. So let's examine the pulse of investing." The interest rate dilemma and speculation of what the…

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Jun 15

Six ‘Big Picture’ Planning Priorities for Entrepreneurs

"Business owners are so preoccupied with the day-to-day, they need plenty of encouragement in planning their tomorrows." Small businesses who employ…

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Jun 8

Your Retirement Projection Has the Answers

"Much has been written recently about the level of retirement readiness and capital needs. Your retirement projection has the answers." I…

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May 29

The Alphabet Soup of Retirement Accounts

“Yet more surveys pointing to insufficient saving habits to take care of our retirement needs." Of course, the surveys can be…

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May 26

A Worry Day or Buying Opportunity?

"Stock markets are having a May sale. Once again." This is not the first time. Nor will it be the last. You can…

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May 25

Core Professional Qualities Clients Seek

"A handful of core professional attributes keep coming up regularly in the conversations." We ask prospective clients to tell us the…

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May 19

Take Charge of Investment Risk Factors

"Too many investors are terrified at the thought of incurring risks. Our approach reduces the anxieties". Risk management should be top…

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May 11

Ongoing Services From Portfolio Managers

"Not all investors require comprehensive, ongoing, professional guidance. Those who do should explore the services of portfolio managers." "Portfolio manager" is…

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May 4

Is It Wise To Sell in May and

"Pitfalls of "sell in May and go away" strategies are not going away anytime soon." Released at Halifax, NS (Monday, May…

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Apr 27

TFSA Primer

"Measures from last week's Federal Budget provided the TFSA a healthy shot in the arm." Many investors are wondering whether to…

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Apr 20

Beware of Market Moving Headlines

Investors are keen to keep an eye on headlines that move the markets. All in the hope of applying their findings…

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Apr 14

Is Your Advisor “Fee-Only” or “Fee-Based”?

Investors hear the "fee-only" and "fee-based" labels applied to investment and financial advisors. However, many investors are not aware of the…

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Apr 6

3 “Must” Principles of Investing for Bumpy Times

The investing journey encounter bulls, bears, tops, bottoms, fears, worries and every thump in between. What can investors do to maintain…

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Apr 3

US Jobs Headline a Moving Picture

US jobs data headline for March 2015 is a disappointing 126,000. A moving picture of slower growth, well short of expectations. Especially…

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Mar 30

Is Your Investment Advisor Worth Keeping?

The starting point is to be clear on two matters: What services does the investor need? Does the advisor offer what the…

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Mar 23

14 Smart Ways to Sprinkle Your Tax Refund

Taxpayers often wonder how to put their tax refunds to smart use. There is no shortage of sound possibilities for the…

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Mar 16

Stress Test Your Nest Egg

Financial stress testing is an indication of how portfolios fare during tough times. Some US banks have had difficulty passing their…

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Mar 2

Five Classic Wealth Management Resolves

Revisiting a select few wealth management resolves is a superb exercise. One that can be initiated anytime, in bullish and bearish…

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