Recent Articles

Traveling in Retirement

One of the top retirement goals for many is travel. As many as 1.5 million so called “snowbirds” travel to the Southern United States during the winter. With summer just around the corner, thoughts turn to travel …

Investing Like the Rich Do

“Everyone has a plan until they get punched in the face.” George Foreman.   With RRSP season upon us, it might be useful to see how the wealthy invest their funds for some indication as to how …

Since their introduction in 1957 as an incentive to save for retirement, Registered Retirement Savings Plans (RRSPs) have evolved into the most popular savings vehicles in Canada. All too often, though, RRSP decisions are made in a …

The Client Interview

There is often a sense of nervousness when you go to your first meeting with a new financial planner or advisor. How should you approach the meeting? What and how much should you tell them? What results …

The Quick Start RRSP

Maureen, age 20, figures she can save $400 each month; or she can keep frittering it away at the mall. She lives with her parents and they think she should save it. Dad says, “Put it into …

China’s Global Impact

The August correction in the Chinese stock market led to a lot of “how terrible” news coverage and speculation as to whether or not this signaled the end of the China growth story and how it would …