20 February, 2023 Tax Planning

6 Questions to Ask Before Hiring A Financial Advisor

Are you looking for an advisor? Or wondering if your current one is the right fit? Here are some questions to help you find the best advisor for your situation. What services do you provide? Many different advisors provide varying levels of service. Making...

20 February, 2023 Total Client Experience

4 Lessons From 2022 & Other Info You Should Know

2022 was one of the worst years for financial markets in history. Stocks, bonds, and real estate, all provided negative double-digit returns leaving no place to hide. The intelligent and rational investor understands this is a normal, unpleasant, and...

10 February, 2023 Tax Planning

How Your Brain Tricks You Into Doing Dumb Things With Your Money

Human beings often consider themselves as rational, but that’s not true. There are common biases, both cognitive and emotional, that everyone falls prey to. Cognitive biases are the blind spots or inaccuracies in our thinking, while emotional biases arise...

08 February, 2023

TFSA & RRSP

Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial goals, taking into account your priorities.

02 February, 2023 Tax Planning

Lessons from 2022

Last year was a terrible year for markets. There was almost no place to hide as bonds, stocks, crypto, and real estate all saw steep declines. Here are some lessons that were reinforced for me last year. Don’t let macroeconomic predictions affect your...

02 February, 2023 Total Client Experience

Paul’s Year-End Rant

2022 Market In Review - Not Pretty But It Could Have Been Worse I’ve never been through a year like 2022 in my 32 years in this business. Investors understand that double-digit market drops are normal every number of years, but a double-digit stock drop...