You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes...
The rollercoaster that was 2020 has slipped into the rear view. So many of us are looking forward to a happier and healthier 2021 and beyond. The turn of the calendar is also a time of resolutions for many. Once the financial planning basics are...
A prospective client recently met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“. When I then asked if his Investment Advisor had not measured-up against his...
OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...
What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...
What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...
Its common knowledge that global markets are unpredictable. With this in mind, during the 2020 global financial bear market caused by the COVID-19 pandemic, a majority of investors witnessed major declines in their portfolios and a downfall of...
Risk may be top of mind for many people these days – with public health, the economy, and financial markets challenged. Given my focus on due diligence, I think a lot about where risk lies in waiting, how to measure it, and how to communicate it...
The biblical figure Methuselah and the “Book Value” or “Book Cost” shown on investment statements have something in common. Maybe all of this distancing is getting to me; but stay with me. Methuselah was said to have lived to the age of 969...
Rebalancing an investment portfolio involves occasionally selling better recent performing investments to buy more of those investments that have performed poorly. This usually happens during bear markets for stocks (i.e. when prices drop by at...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
