Posts Tagged ‘financial goals’

Investor vs. Investment Returns

The Value of Advice

Our fees are open and transparent.  Our clients compensate us.  We do not receive payments from any third party. We have no financial incentive to recommend any particular investment.

Since you pay us, you have every right to know what you are receiving and how our advice benefits you.

Personal Economy

Work, Save, Invest

Whenever we are faced with things that we don’t understand, it can generate anxiety and fear. Real people often do obsess over the consequences of future events, even if they are almost always beyond our control.

What matters to you?



It surprised us how useful we find this question. We expect to hear “why” from a therapist or counsellor, but not our financial advisor. It seems so insignificant, yet “why” is likely one of the most important questions we have.

10 Ideas to be a Better All-Around Investor

Here are 10 ideas that will make you a better all-around investor, and none will tell you to “Buy this, sell that”; because anyone who can tell you what is right for you without knowing who you are, what your financial goals are, what taxes you owe, what you earn, how much you have saved and how old you are doesn’t know what he or she is talking about.