How some investors lost money on a fund that averaged 30 percent returns annually Author: Sam SivarajanSource: The Globe and Mail, July 28, 2023 Imagine investing in a fund that returned an average of approximately 30 per cent a year for more than a decade. Interested? Sounds like a recipe for a winning portfolio. Except...Read More
The fascinating chart below sums up nearly 100 years of investing in stocks, bonds, and guaranteed investments, through numerous geopolitical events, economic and inflation cycles. There is a tremendous amount of valuable historical information contained on one page. Take a look and if you have any questions call us to discuss a strategy how we...Read More
What we mean by stewardship is to take care of peoples’ investments as though we are managing our own money and we do invest in the same portfolios of funds that we recommend for our clients. We practice the same financial planning strategies that we recommend as well because we want life to be more...Read More
We want to help you be more confident about your finances and enjoy life. As Financial Advisors we give our clients the time, consideration and expertise they need to steward their wealth. A healthy financial foundation can bring peace of mind. We recommend these books to help you to build wealth and enjoy life! The Millionaire...Read More
We want you to be informed. Please watch this short video that explains how a woman’s bank accounts were accessed through an Interac payment scam on Facebook Marketplace. Feel free to forward this message to anyone who needs to be aware of this fraudulent scheme.Read More
Here is a short article with some solid financial advice: https://dfpi.ca.gov/wp-content/uploads/sites/337/2019/06/8_Tips_for_Financial_Success.pdf 8 Tips For Financial Success Article Summary: 1. Choose Carefully. 2. Invest In Yourself. 3. Plan Your Spending. 4. Save, Save More, and Keep Saving. 5. Put Yourself on a Budget. 6. Learn to Invest. 7. Credit Can Be Your Friend, or Enemy. 8....Read More
Researchers have long known of the correlation linking health, wealth and longevity. Financial preparedness can increase both lifespan and healthspan. Read More
Please find an update on the Canadian 2024 Budget: https://acrobat.adobe.com/id/urn:aaid:sc:US:c02da49e-3a3c-49fa-a710-65c91ca16b80 Call us if you have any questions!Read More
