Recent articles

Building a socially responsible investment portfolio

Two years ago, a client asked me to design an investment portfolio that could help support a caring economy – one that treats people and the environment with respect and contributes to change where it’s needed most. The portfolio also needed to grow at a reasonable rate to support the client’s age-r...
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Free advice can cost you a fortune

Without a doubt, financial advice can benefit everyone no matter how simple or complex their situation. From building up emergency savings and funding a child’s education to preparing for retirement, guidance on how best to channel your resources to reach your short- and long-term goals is always ha...
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Looking to pay less tax - consider income splitting

As we approach the income tax filing deadline for 2018, much of the story is already in the books. Your income for the year is known, the RRSP deadline has passed and money spent on deductible expenses has been recorded. There are still, however, a couple of choices you can make that will affect you...
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Where should Amy stash her cash?

By anyone’s standards, Amy has already done well for herself and is better off financially than many of her peers. A perennial overachiever, she found work as a computer consultant right out of university and lived with her parents – and on a strict budget – while she saved enough for a down payment...
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Yes, we’ve come a long way

The Bay Street I experienced 39 years ago when I started in the investment business was a very different place from what it is today. Lunch meetings often took place at a local pub over a few drinks. In the workplace, there were ashtrays on every desk and people smoked cigarettes freely. There were...
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Phoney this, phoney that

I live in Durham region in Ontario and in one week two headlines in our local paper screamed out at me: “Durham warns of phoney water treatment sales pitches” and “Phone scams continue at alarming pace, Durham police warn”. So, let’s consider some of the ways to protect yourself against fraud – both...
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Wealth Professional Top 50 Advisors for 2019

As one of the industry’s leading publications, Wealth Professional Canada is proud to present the sixth annual Top 50 Advisors list. Once again, this year’s list contains representatives from across the country. To determine who made the cut, multiple factors were taken into account, including Asset...
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Four financial tips to start your year off right

With a new year and the end of an often overindulgent holiday season, the “let’s get organized” side of me kicks into high gear. As with most people, it’s a time to reflect on what’s going well and what new opportunities lie ahead. Top of mind for many is, unsurprisingly, household’s finances. Accor...
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The Domino’s Effect

Last Friday, like millions of Canadians, my family decided to order pizza for dinner and have it delivered to our home. Normally a fairly mundane task, however, this experience was so outstanding I had an epiphany: the wealth management industry is falling desperately behind in its ability to engage...
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