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Family Home Downsize? Remember these 5 Crucial Steps [Video]

By Adam Laird on September 4th, 2025

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset. When downsizing their homes, many...

Portfolio Design is Crucial – Here’s Why

By Adam Laird on August 13th, 2025

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...

Creating Sustainable Wealth through Portfolio Monitoring

By Adam Laird on April 23rd, 2025

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...

Portfolio Monitoring and Sustainable Wealth Generation

By Adam Laird on February 13th, 2025

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...

Smart Portfolio Design Matters and Here’s Why

By Adam Laird on January 29th, 2025

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...

Family Home – Downsizing with 5 Crucial Steps [Video]

By Adam Laird on November 20th, 2024

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset. When downsizing their homes, many...

Portfolio Design is Crucial. Here’s Why.

By Adam Laird on October 2nd, 2024

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...

Portfolio Design: How this Matters Greatly

By Adam Laird on July 17th, 2024

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...

Future Thinking is Portfolio Design

By Adam Laird on June 5th, 2024

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...

Generating Sustainable Wealth through Portfolio Monitoring

By Adam Laird on November 30th, 2023

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...