A financial advisor’s primary responsibility is to help you clarify and achieve your financial goals. Unfortunately, hearing once a year from an advisor is standard practice. However, regular communication with your advisor is vital to ensure your investment plan continues to serve you best. The information you provide is necessary to properly take care of...Read More

The Warren Buffett Stock Market Indicator measures if the stock market is too high or low by simply comparing its total dollar value to the total dollar value of the U.S. economy (GDP). Currently, this indicator, which is Mr. Buffett’s favourite, is two standard deviations above average showing that the stock market is expensive relative...Read More

We think now is a good time to speak to people individually to provide an update of our investment thinking going forward. Recently, some indicators we watch, such as the Warren Buffet Market Indicator, have signalled it may be time for investors to pay closer attention to financial markets.   During these uncertain times we would...Read More

Budgeting can be easy. Here is an article from the David Ramsey organization with an online budget resource for you. There are many reasons to budget or to “tell your money where to go.” In our opinion, achieving financial peace of mind is at the top of the list. https://www.ramseysolutions.com/budgeting/why-budgeting-is-right-for-you?srsltid=AfmBOoo7W8yr_jIoAKsndEyt8b0nE9UCw426QmnT0nJ4wgdnWhLUUgaERead More

Odds of making money in the stock market since 1926 (S&P 500) 1-Day1-Week1-Month1-Year3-Years5-years10-years15-years54%57%62%74%83%88%94%100% In an article for the Motley Fool on January 1, 2024, Anthony Di Pizio encourages investors in the stock market (S&P500) to hold on for at least 10 years. Even if someone invests at the top of the market, the longer they...Read More

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