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Whats Your Burn Rate?

November 14, 2008

It’s time to take “inventory” with “What’s Your “Burn Rate”? Though we haven’t heard this phrase in the media since the late ’90s it is as meaningful now as it was then then… Check out what I mean by going here to: http://burnrate.ca

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What do women want? Newswire Release

November 14, 2008

(November 13, 2008) It is an age-old question among men: What do women want? When it comes to defining financial success, the answer is “to be debt free,” according to the 2008 TD Waterhouse Female Investor Poll. The survey found 37% of women defined financial success as living without debt, making it the single most [...]

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Listen to Charles Adler on the Economy…

November 1, 2008

Earlier this past week, well known, Canadian radio personality Charles Adler broadcast his thoughts about our nation and the economy over the air waves in his on air editorial… It was so impactfull for me that I wanted to share it with you… When you have finished reading leave your comments! Canada, Sweet Land of [...]

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Can I offer you a coffee and a second opinion.

September 28, 2008

When the markets turn as volatile and confusing as they have over the past year, even the most patient investors may come to question the wisdom of the investment plan that they’ve been following. As an advisor with over 22 years of experience, I’ve seen a lot of difficult markets come and go. However, I [...]

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To win you need offense and defense

September 25, 2008

For any sports game to have a successful outcome there must be both a strong offense (to score) – and a strong defense (to protect)… To be successful and to win in the “game of life” is no different! However, in my experience, I have found that most Canadians are usually more interested in their [...]

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I just got another referral

September 20, 2008

This past week I again got another referral who was looking for financial advice… It was a referral from another existing and happy client – for which I am always pleased and grateful. (Both for the happy client and also for their trust and confidence in putting my name out there.) As you know, I [...]

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My musing on the markets – 21 years later

September 20, 2008

It’s déjà vu – all over again… I had only been in the business for 1 year when “Black Monday” hit the markets… I thought that the world was coming to an end…as did some of my clients at the time! I had had no experience with market downturns before and so continued (fortunately) to [...]

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The Top 10 Canadian Home Ownership Myths – Exposed Audio is here

September 13, 2008

I just wanted to let you know that I just recorded and unloaded the audio for: “The Top 10 Canadian Home Ownership Myths – Exposed!” You can listen to it here on the blog at: http://howtobesetforlife.com/audios/ Or the “direct link” is here – just click too play… http://howtobesetforlife.com/Audios/Top10MortgageMyths.mp3 Make sure to turn up your speakers [...]

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Sir John Templeton died today!

July 9, 2008

Legendary known and loved, investor and philanthropist, Sir John Templeton, passed away this morning, Tuesday, 8 July, 2008 in a Bahamian hospital from pneumonia at the age of 95. Sir John Templeton is known (among other things) as being the one who introduced global equity investing to Canadians with his Templeton Growth Fund. It was [...]

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