As many people with significant assets near retirement, they often want to know what is wealth management and what it can offer. Wealth management entails all management functions of a person’s wealth and assets. This includes both financial planning and investment management services. In contrast to other financial professionals, wealth managers are concerned with delivering…
If you’re reading this, it means you’ve reached the stage of life where you’re ready to start planning for retirement. While most experts suggest to start planning for retirement much earlier than later, this is easier said than done. Retirement planning involves a lot of intricate details that are best left to professional expertise. If…
Finding the right financial advisor can be taxing. This is especially true for individuals with no financial literacy and no previous financial background. From choosing the right advisor for your needs to choosing a trusted advisor with the experience you’re looking for, it’s difficult to know where to begin. To help you make this decision,…
You’ve recently come into some money and you’re unsure of what to do with it. You’ve heard buzzwords like RRSP and TFSA, but if you’re being honest, you don’t know what they mean or how they benefit you. You’re ready to get serious about your finances and want to put some money away in case…
These days, it seems there is a never ending list of things to prepare for on the road to financial freedom. Financial Planning can seem overwhelming for those with no financial background and no clear direction on where to start. That’s why we’ve compiled a step by step process to help direct your plan. If…
When it comes to investing, there are many choices out there and sometimes it can be confusing and overwhelming. Do you work with an advisor or do it yourself? What kind of advisors are out there and how do you decide who to work with? What products and solutions are available? This article is designed…
In years gone by, the concept of ‘financial advice’ meant literally recommending investments and building portfolios. Advisors would trek out to lunch presentations by all the mutual fund companies and promoters, then return to their offices and make some calls to unsuspecting clients, pitching them the next best thing, regurgitating soundbites from star portfolio managers….
Recently I was gifted a book of fables. Although these stories are well over 300 years old, they are surprisingly relevant even today. Times may change but it appears that human nature, for better or worse, is stubbornly consistent. The morals of these fables hold true to this day. Take the fable ‘Killing the Golden…
Estate planning is not a task many look forward to with joy. It tends not to be viewed as a fun topic of conversation and probably wouldn’t top the list of party icebreakers to warm up the crowd. However, this task is necessary and must be confronted head on. Denial is not an option! A…
How do you measure whether or not your Portfolio Manager is doing a good job? Alternatively, if you are looking for a new PM, how do you determine whether or not (s)he is a good fit? Many people believe that performance is the only thing one should look at and a PM better ‘shoot the…
