Intro ~ Home ~ In the News

Timeless information that will help you make sound financial decisions. I add articles to this list as I discover nuggets of truth that can help you succeed in reaching your goals. From time to time I will remove some of these articles as they loose relevance to my clients situations.

RSP 101 - XYEG.com - This short article explains RSP's in simple terms.

CBC's Marketplace (PDF Version) dives deep into insurance offered by banks. It might not be what you think. An exercise performed in the show demonstrates that less than 15% of people who thought they qualified, would have been denied their claim.

The National Post wrote a 4 part series that examines the needs for insurance at different stages of life. Part 1 - Your late 20's; Part 2 - Your 30's; Part 3 - Your 50's; Part 4 - Your 60's.

Boomers retire: What? Me worry? - Canada.com - This article discusses how many baby boomers seem to be complacently heading toward retirement while still in the red. After reading this, you may realize it is time for a frank discussion with Mom and Dad. What are the chances you may be taking care of them sooner than you think?

Market Timing No Match for Buy and Hold - Advisor.ca - a quick explanation on why investing for the long term pays over trying to time the markets.

Mommy Money-Bags - Parents.com - This is a quick look at what it would cost to replace a stay at home mother with a salaried employee. Husbands beware!

Budget for Baby - Parents.com - Some sage advice from the good people at Parents.com. This article outlines what they suggest you do to prepare your finances for having children.

The Ultimate Money Guide for Moms - Parents.com - This simple and rich guide gives 7 essential secrets to help Mom's to reach their family's financial goals.

Information explaining the market that affects my clients investments. 

Articles in this section will have a shorter shelf life as market and economic factors can change rapidly at times. As conditions change, I will post documents and link to articles that will help my clients to understand how their investments will be affected both in a positive and negative light.

What a Recession Could Mean to You - The Wall Street Journal - The word recession can spur the imagination to think of wheelbarrows full of worthless piles of cash and long drawn out unemployment lines. What does it really mean? Greg Ip makes simple the task of understanding what we should expect and how it will affect your pocketbook.

How Competitive is your Segregated Fund? - Globe and Mail - A quick look at the top Segregated Funds, how competitive they are to Mutual Funds and what to look for when choosing one.

Real Estate not about to Burst - Canoe.ca - How the U.S. subprime mortgage crisis is affecting, or more properly not affecting the Canadian mortgage marketplace.