Recent Articles

Isabel was paying for a store purchase with her debit card. She noticed the clerk was doing something with his cellular telephone, then placed it on the counter. Isabel realized …

There are very passionate views on both sides of the debate as to whether it is better for individual investors to use active investment managers versus using an index approach, …

RRSP Income Options

Let us discuss a scenario that faces a high number of retirees and soon-to-be-retirees all over the country. You have spent years saving for your retirement and you have made …

The media in general has a tendency to take an idea or story and run with it until the original context or point is lost in a wave of misinformation, …

The Predicament of Sudden Wealth

Imagine one of the following scenarios. Suppose you have suddenly come into a significant sum of money. For the interest of this example, we will imagine that it is one …

The Advice Dilemma

A constant dilemma for Advisors working with clients to help them realize their goals and dreams is striking a balance between the tyranny of immediate current events with the need …