Recent Articles

Predicting the Future

Human nature includes the desire to predict and or anticipate both the immediate and longer term future. The reason for doing so is often to eliminate or

The Three ECs of Life Insurance

Life insurance is initially purchased for any of a number of reasons. As time goes by, many people question why they are still carrying their policies as

Many parents wrestle with the dilemma of how much financial support to provide their children attending post-secondary programs. The costs today are much greater than what the

During a recent client call, the topics discussed included how the media influence people’s investment behaviors. This client woke up one day with an ‘epiphany’ thinking that

Graham, like millions of other Canadians, has and uses credit cards. He often carries a balance from month to month and is concerned about making the monthly

The Planning Continuum

A question sometimes asked in the media is exactly what is the role of a financial professional and how do they help the client meet their life