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Planning For Your Demise: Quick and Dirty

Published by Zoe Adrian on Feb 17, 2017

I get that estate planning is a boring topic and that you don’t want to think about your demise, but do me a favour and read this!  It’s important.   Here are a few tips courtesy of Jon Hreljac, AVP Regional... Continue reading

The world has changed - read down to the LOSE MONEY part

Published by Scott Blair on Jan 15, 2017

From the NY Times: "Gross says a 10-year bond yield at 2.6% is a bigger deal than the DOW at 20,000"   Further, "If the yield on the benchmark 10-year U.S. Treasury moves above 2.60% a secular bear-bond... Continue reading

Real estate - Is now a good time?

Published by Scott Blair on Dec 06, 2016

We get this question alot. There are several answers depending on your need. If you are going to live in it, it's really not an investment, until you potentially retire and have to sell.   To buy a rental... Continue reading

Why You Should Wait Until You are 70 to Collect CPP Benefits – Or Should You

Published by Zoe Adrian on Oct 17, 2016

I read an interesting article in the Financial Post this weekend,  Why you should wait until you are 70 to collect CPP benefits.    A scenario was set out with someone who would not meet his retirement... Continue reading

5 Ways to Keep Your Cool When the News is Hot and Markets are Not

Published by Zoe Adrian on Jul 12, 2016

When markets go through downturns such as the beginning of this year, or Brexit, or even 2008, how likely are you to want to sell your investments and “just get out”?   Or do you accept that markets go... Continue reading

June 2016 Newsletter - Some of Our Tools of the Trade

Published by Scott Blair on Jun 01, 2016

Some of Our Tools of the Trade   We tell this story all the time. The business of investment has changed tremendously over the years. Back in the day it used to be an exercise in collecting information... Continue reading

April 2016 Newsletter - Why Investors Think They Are Better Than They Are

Published by Scott Blair on Apr 11, 2016

Let us first apologize to any lawyers who may be reading this. The New York Times article this is based on was sent to us by a client who actually is a lawyer, so it must be OK. If it makes you feel better... Continue reading

Don't wait, it will cost you

Published by Scott Blair on Mar 11, 2016

Now that RSP season is over for another year, here is a thought. Statistically, most people wait to the very last minute in February to make their contribution. There is a cost to that.   If you were ... Continue reading

Does Money Buy Happiness?

Published by Zoe Adrian on Nov 06, 2015

“People who think money can’t buy happiness might not be spending it right.”  So says UBC psychology professor Elizabeth Dunn, co-author of Happy Money: The Science of Smarter Spending.   Not what we ... Continue reading

Investor Sentiment During Market Cycles

Published by Scott Blair on Oct 09, 2015

Investing is an emotional task for most. Part of the true value of a good advisor is to help clients to manage the emotions as a calm third party. Two simple facts are as follows:   Most investors have... Continue reading