As seen in the July/August 2017 edition of Canadian MoneySaver magazine. Kelly Osbourne has it right when she says: “I guess I have friends around me but when you’re paying them, can they ever really be true friends?” Lawyers, accountants, and...
As seen in the November 2015 edition of Canadian MoneySaver magazine. You can be both rich and happy, but (1) you need to understand that an investment portfolio is simply a tool or a utility to achieve your goals, (2) you need performance...
As seen in the September 2015 edition of Canadian MoneySaver magazine. Investors can enjoy above-average performance over the long-term by focusing on the things they can control or predict, by being patient, and by keeping things simple. Many...
A question more and more investors are asking is: “Am I getting value for the fees that I pay my investment advisor?” This is a great question, which first needs to be qualified before it can be answered. Do you actually know what your total...
As seen in the May 2015 edition of Canadian MoneySaver magazine. You may have heard the story of the elderly gentleman on his deathbed looking back over his life. He’d spent about 80% of a large inheritance on liquor, women and the racetrack, but...
There is an old saying attributed to philosopher John Dewey, “Patience is a virtue, possess it if you can, seldom found in woman, never found in man.” In the investing world, patient investors usually do better than impatient investors....
Investors are making a mistake if they assume that the information on their monthly investment statement is sufficient to allow them to determine how well their portfolio is being managed. Most statements are inadequate for this purpose. If...
There is one investment strategy that is so simple, it could be the recommended strategy for a book called The Idiot’s Rules for Investing. Many readers will be wishing their advisors had delivered results that were this good. In a nutshell, the...
Drawdown, in a nutshell, gives the history of how much a particular investment has dropped in value before it recovered. If you know the drawdown of an investment (or your portfolio as a whole), you know what to expect in terms of potential...
Investment management fees often make the difference between comfortable retirement living and a highly restricted retirement lifestyle. Imagine you had $100,000 in your RRSP invested in low-fee ETFs (exchange-traded funds) and your average...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
