Rebalancing Tires and MoneyIn Canada, we all know the importance of maintaining our vehicles for winter. Living in Vancouver changes the need for snow tires, but we still need to regularly rotate our tires for maintenance and efficiency. How about your portfolio? How is it...
Read PostWhat Should You Do With All The Cash Sitting In Your Company?
As a Certified Financial Planner (CFP) who works exclusively with entrepreneurs, I often meet with business owners who are looking for creative strategies to grow and protect their wealth. These people are all successful, and they all face a similar dilemma: a large chunk of their profits are...
Read PostRetirement Mistake No.5: Not Managing Money Systematically
The new buzzword in the investment industry is “program.” It seems several well-known investment companies have developed their own programs. Each company has unique names and features for its programs. Examining the differences of programs can be as confusing as picking next year’s hot fund....
Read PostRetirement Mistake No.4: Investing Without Purpose
Every day newspapers carry headlines that worry retirees. The challenge is learning about the risks. While the world is changing and the markets evolve over time, learning and understanding risk and the obstacles can be a challenge. Here are some simplified ideas. The wealthy invest their money...
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