Police are warning Canadians about this new and dangerous scam. People appear to call from major financial institutions and seem to be legitimate because they know your personal information. They follow up at your door as “bank investigators” claiming to protect you from fraud. To be forewarned is certainly to be forearmed. Watch this video...Read More
“There is a symmetry to bear markets in the short-term. In the long-term there is an asymmetric relationship between bull and bear markets. You just have to survive the short run to get to the long run.” ~ Ben Carlson Bulls and bears represent stock markets because of the way they attack. Bulls fight by...Read More
We were recently interviewed on Counterpoint with Tanya Granic Allen. “Managing Your Finances in Today’s Economy” plus our unique “pension-style” of investing. The video is 22 minutes. Here’s the link: https://vimeo.com/1122973363 Enjoy!Read More
We must always stay vigilant to reduce potential cybersecurity threats to our systems and data. Phishing is a type of cyberattack that tries to trick you into revealing sensitive information like usernames, passwords, or financial details. Criminals use deceptive emails, messages, or websites that appear legitimate so be careful if you are unsure about any email,...Read More
We provide a fairly unique approach to our minimum account size. Although we came from financial institutions that reserved their top drawer investment services for very high net worth clients, we care more about creating solid professional relationships than about creating barriers to our premium financial services. We recognize the importance of getting an early start...Read More
You become a business owner when you invest in stocks, so naturally you are interested in the profitability of your businesses. This chart demonstrates how S&P500 corporations have overcome tremendous economic challenges. They grew by creating new products, inventing more efficient technologies, and developing new markets. Although profits cycle up and down, over the long...Read More
We have a question for you! Q: How do you quantify the value people recieve from financial advice? A: By wealth accumulation over time, which is documented here: Wow! So, why does working with a financial advisor have such a positive impact? One important reason is that financial advisors invest for the long term. Plus,...Read More
When markets make new all-time highs they can still keep rising for quite some time – and nobody knows when that will change. At times such as these, when stock markets are high, investors especially need effective risk managment. Our “pension-style” portfolio models select specific funds which combine multiple protective strategies: A balanced, diversified, multi-asset strategy...Read More
Millions of investors place their trust in financial advisors to manage their portfolios. However, we are different because we offer “pension-style” portfolios along with our personalized advice to help you achieve your goals. As a result, most of our clients have entrusted us, not with part, but with all of their investment wealth. If you...Read More
Have you heard of the Canadian Consumer Tax Index which tracks the tax rate the average family pays? The total tax bill for Canadian families has now grown to 42.3% of income in 2024vs 33.5% in 1961. The Canadian Consumer Tax Index Chart* indicates: Total taxes have increased 2,784% Family income has increased 2,186% The Consumer Price Index increased 927% Your...Read More
