A job change is no longer just about higher pay or a better title. It can also be about achieving a healthier life balance or simply trying something new. In

The term ’empty nest’ evokes different feelings for everyone. It may have happened way too fast or maybe it took far too long, but with all your children almost grown

When pondering the financial impacts of the Covid-19 quarantine and the resulting global economic shutdown, it helps to visualize dropping a pebble in a pool of water. As any child

The fastest market correction in history, that started in the last week of February and bottomed in late March, led to the fastest bounce back over a five-week period, since

Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an

Over the past several weeks, provinces across Canada have relaxed social distancing rules and begun the process of “re-opening” for business. Looking back over the past three months, while there

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for a

One of the world’s richest men, Warren Buffett, acquired his wealth by following a very simple rule during times of market volatility: “Be fearful when others are greedy, and be

With the holidays behind us, and the credit card bills arriving as testimony to your celebrations, perhaps now is a good time to reflect upon some potential Resolutions for the

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed

If you were going to recommend a treatment plan for a loved one suffering with alcoholism, would you prescribe more alcohol as the best course of action to help them

A fire breaks out in a movie theatre. You’re there with your spouse and children, as are several local merchants. Who do you save first? The butcher? The banker? The

Clients often call when markets are looking a bit shaky, or newspaper articles are predicting the next market correction, recession, bubble, etc.   The challenge with reacting to such events

Despite what many people think, the number one financial dream killer isn’t portfolio losses, or financial emergencies, or unemployment, and not even natural disasters. The number one reason people fail

A wedding day can be a springboard into many new and exciting adventures. With all the excitement leading up to the big day, the new couple routinely focuses so much

If your way of assessing the state of the world is only through stories gleaned from the regular media, then you are likely missing out on all the marvelous and

It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your

It is that time of year again when news broadcasters turn our thoughts to the how the world and the investment markets may run into trouble. There are special reports

The use of debt in your financial affairs is akin to a double-edged sword. On the one hand, it is very useful to assist you in buying and owning assets

John and Jane had spent many months planning for their special day. They had also budgeted and spent many thousands of dollars to celebrate their wedding. Now what?   Since

Most people want financial freedom over financial servitude. Who doesn’t want to be financially independent, where their money is working for them rather than working for their money? The problem

Recent studies have shown that as many as 60% of Canadians will not have saved enough money in order to adequately provide for their retirement.1 The problem for most people

There are many different types of global economic risks that financial advisors take into account when preparing a financial action plan for their clients. This is where advice and judgment

We are being misled – seriously misled. No matter where you look, we are expected to believe that by buying lots of expensive, luxurious items, it signifies that we are

To get the best out of your current financial advisor, you need to better appreciate what kind of advice is available to you today versus in the past. And more

Despite what many people think, the number one financial dream killer isn’t portfolio losses, or financial emergencies, or unemployment, and not even natural disasters. The number one reason people fail

We’ve had a few weeks to make and break our New Year’s resolutions. Now is a good time to make some promises to give your finances an extra boost in

His banker asked Trent what his net worth was for a loan he was applying for. He had trouble answering the question right away.   What is Net Worth? Quite

The recent increases in the Bank of Canada and Federal Reserve prime rate in the past few months signal the end of historically low interest rates. According to a Bank

Have you considered putting aside extra funds for the teenage years?   If you have not thought about this, then you may want to if you have a child that