The top 5 reasons why paying an advisor roughly 1% per year is worth it:

1️⃣ 𝙔𝙤𝙪 𝙬𝙤𝙣'𝙩 𝙢𝙖𝙠𝙚 𝙙𝙪𝙢𝙗 𝙙𝙚𝙘𝙞𝙨𝙞𝙤𝙣𝙨. When your rec hockey buddy tells you he's mortgaging his house to buy a penny stock or a cryptocurrency that you don't even understand, someone will be there to talk you down or at least thr...

Whenever asked for a book recommendation, this is my go to.

𝑰 𝒓𝒆-𝒓𝒆𝒂𝒅 𝒊𝒕 𝒆𝒗𝒆𝒓𝒚 6 𝒎𝒐𝒏𝒕𝒉𝒔 𝒐𝒓 𝒔𝒐 𝒃𝒆𝒄𝒂𝒖𝒔𝒆 𝒊𝒕'𝒔 𝒋𝒖𝒔𝒕 𝒔𝒐 𝒅𝒂𝒎𝒏 𝒈𝒐𝒐𝒅! @jamesclear , the author, clearly put a lot of time and effort into this book, it is the most complete piece on a self improvement theory that I’ve ever read - he did h...

*This is a post from 2019 warning about the risk of a recession on the horizon. The US Stock market is up almost 50% since then - FIFTY! I wrote this at the time because I was fielding questions about the imminent collapse. Here we are six waves of pandemic, world disorder and the Toronto Raptors ...

Exchange Traded Funds (ETFs) get talked about a lot, so here is my cheater guide on what they are 📝

An ETF is a group (portfolio) of stocks, bonds, funds or other investment tools. It is like a mutual fund in that sense, people pool their money together and have a wicked smart team of managers...

Stop trying to be rich by cutting your Netflix, go make more money.

Seriously. You can 'save' your way into a lifestyle that you don’t want, or you can just work harder, smarter, or do something different.

Gross oversimplification of a very complex situation? Yes! But hear me out...

Fi...

Mutual funds get a bad rep! Commercials tell you that their fees are crazy high, their performance sucks, and you can do it better with ‘XYZ’. I disagree 🧐

Here is why💡

1. 𝐓𝐡𝐞𝐫𝐞 𝐚𝐫𝐞 𝐠𝐨𝐨𝐝 𝐚𝐧𝐝 𝐛𝐚𝐝 𝐟𝐮𝐧𝐝𝐬. Just like baseball teams, wine, and car seats – some are good, some are not. When you ta...

You don't need to pay an advisor to help you invest if:

🟦 YOU ARE WICKED SMART! 3 people in my life come to mind, I don’t bother considering them ‘prospects’ because they're 10x smarter than I am. I go to them with my questions about the market! Ha!

🟦 YOU ARE A PASSIVE INVESTOR! If you think puttin...

Every single mutual fund that I like, that my clients are invested in, that my family’s money is invested in is boring. ʙᴏʀʀʀʀʀʀɪɴɢ! I love boring, it gets me up in the morning. Let me explain…😎

▪️𝙿𝚕𝚎𝚊𝚜𝚎 𝚍𝚘𝚗'𝚝 𝚌𝚑𝚊𝚜𝚎: Don’t chase your crush, fastballs high in the zone, or ridiculously tempting ...

(𝗔𝗻𝘆𝘁𝗶𝗺𝗲 𝘄𝗲 𝗰𝗮𝗻 𝗶𝗻𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗮 𝗗𝗿𝗮𝗸𝗲 𝗹𝘆𝗿𝗶𝗰, 𝘄𝗲 𝗱𝗼!)

Regardless of your age, your financial future is (reasonably) predictable. Your net worth is your financial scorecard. Having a high net worth does not make you a better person, nor necessarily does it mean you are happier, but it is a good 'c...

Golf is a Season. RRSP is not. And a wonderful season it is! I love golf nearly as much as I do the Lakers and my family, but I digress...

RRSP season is not a 'thing', or at least it shouldn't be. Here's why ⤵️

I recommend investing monthly or bi-weekly – whatever matches how you get paid...

I met Michelle on the internet, I can honestly say my first and only virtual friend!

She is a former CFO and current money coach. I messaged her randomly when I stumbled on one of her brilliant posts and the rest is history.

Her goal is simple, “to shrink the wealth gap between women and men”, and I'm...