Our corporate tagline is Keeping Life Current. It guides our approach to financial life planning and plays on current planning. The river theme relates to the reality of life where it seems we are always up against the current. Life […]
Millennials are not inclined to get financial help or professional advice after receiving an inheritance, a recent survey from TD Bank says. The survey found that 83% of millennials who have received or expect to receive an inheritance feel confident […]
I’ve heard this argument before. I heard it again with respect to armchair economists. If we could solve all our world’s problems from the comfort of our living room, the world would be a better place. This can be construed […]
I’ve heard too much about the characteristics and attitudes of Millennials. I am tired of the labels, stereotypes, and misconceptions. One of them is that most Millennials probably think they don’t need to work with a financial planner yet because […]
This last week has been very emotional for some investors with a stock market correction that included the largest drop on the Dow Jones, in one day ever, by more then 1,000 points. This often leads to financial advisors getting […]
The proliferation of robo advisors, or automated online investment platforms, bringing low priced financial services out into the market, has received significant buzz over the past few years. As is prudent with anyone who provides professional financial services, it has […]
Prudent financial advisors are always evaluating and re-envisioning their business practices to ensure they are current, relevant, and offering the best to their clients. This has been even more important in the past few years and moving forward. Traditional money […]
In these days of online information and robo-advice, the true role of a financial advisor has become muddied and ambiguous. Fintech has its disruptors. The volume and value of financial information obtained on the internet is only as good as […]
I think most people know I am not a fan of the Registered Retirement Savings Plan (RRSP) season. Do you want to know why? Check out my blog post from last year, “The Insanity of RRSP Season”. The essence is […]
I was delighted to see the response we received for our recent blog post entitled “Starting Your New Financial Life Together.” Thank you. It seems to be a popular subject for many so we have decided to continue on that financial […]
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