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Want to Make a Bet?

Published by Zoe Adrian on Jun 15, 2017

Here’s the scenario:  Would you take a coin toss bet where you win $200 on heads and lose $100 on tails?  If you could play it twice, would that make it more or less appealing?    Dr. Shlomo Benartzi ... Continue reading

June Newsletter - We All Know Someone Who Could Benefit From This

Published by Zoe Adrian on Jun 08, 2017

We all know someone with a disability.  You may have wondered how you could help.  Ask them if they have an RDSP, a Registered Disability Savings Plan.  It is meant to help the disabled with financial... Continue reading

There are now more Indexes than Stocks in the U.S.

Published by Scott Blair on May 15, 2017

As Bloomberg reports, traditional ones such as the S&P 500 are collections of securities weighted by market value, and index funds and ETFs mimic them as a low-cost way to deliver the market’s performance.... Continue reading

April Newsletter - Only Eat the Green Smarties

Published by Scott Blair on Apr 24, 2017

Who doesn’t like smarties? One handful is as good as the next (i.e the taste of them all is highly correlated). What if they changed them so only the green and blue ones tasted good and the others tasted... Continue reading

AdvisOr vs AdvisEr

Published by Zoe Adrian on Apr 04, 2017

There have been several articles floating around recently about financial advisOrs vs financial advisErs.  Quite frankly I did not know there was a difference.  According to the articles, advisors are... Continue reading

CBC Go Public:

Published by Scott Blair on Mar 15, 2017

"I was forced to lie to clients....."   "....zero focus on ethics"   CBC issued a report on their program Go Public on this subject. See link. Since then CBC has received hundreds of e-mails and phone... Continue reading

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

November Newsletter - The Value of Advice

Published by Scott Blair on Nov 22, 2016

Recently, a couple who are clients of ours told us that they had been shopping around for life insurance.  They were surprised when we told them we could have done that for them.   It made us realize ... Continue reading