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...

First and foremost, how cute is Quinn?! She was just about two in this photo and it is one of my all-time favourites.

She's cute. I love her to death. But she does not need $100,000 to go to school with! Hot takes on RESP savings below...

RESPs are great – taking free money from the govern...

𝙏𝙝𝙚 𝙗𝙖𝙧𝙚 𝙢𝙞𝙣𝙞𝙢𝙪𝙢: enough to cover all of your current debts if you were to die.

𝙏𝙝𝙚 𝙢𝙖𝙭: all of your debts plus 7 to 10 times your gross salary. This money would create an income stream for your family to replace your paycheck.

𝙏𝙝𝙚 𝙧𝙞𝙜𝙝𝙩 𝙖𝙣𝙨𝙬𝙚𝙧: somewhere between those two that fit your bu...

𝙏𝙝𝙚 𝙗𝙤𝙤𝙠 𝙄 𝙙𝙞𝙙𝙣'𝙩 𝙠𝙣𝙤𝙬 𝙩𝙝𝙖𝙩 𝙄 𝙣𝙚𝙚𝙙𝙚𝙙 𝙧𝙞𝙜𝙝𝙩 𝙣𝙤𝙬!! 

Scott O’Neil is the president of the company that owns and runs the Philadelphia 76ers. He is also the brother of a friend of mine.

I bought the book on the premise that it was quasi supporting a friend and I thought there might be some good N...

Yes! Totally.

🔲 If you are buying a simple term policy and you have someone at your bank that you enjoy talking to (and trust), do it! Bank insurance is better than no insurance - do it. Now.

🔲 Be weary of whole life/permanent policies that feel 'salesy' from your friends or network (you k...

Work coverage is great because it is cheap, you don't have to qualify for it - an absolute no-brainer. However, the average policy in a group plan is two times salary earnings (usually not including commissions or bonuses). If you make $100,000 a year, that is only $200,000 in life insurance.

Here's the skinny, most people do not need expensive permanent life insurance, cheap term insurance will do just fine.

If you are buying life insurance to cover your debts or replace your income, you only need term. Term insurance is ten times (or more) cheaper than a permanent life insurance ...

First, we determine how much you spend; without knowing what your ideal quality of life now looks like, it’s impossible to predict the future.

Next, how many years until you retire? What will your life cost you at that point?

𝗛𝗼𝘄 𝗺𝗮𝗻𝘆 𝘆𝗲𝗮𝗿𝘀 𝘄𝗶𝗹𝗹 𝘆𝗼𝘂 𝗹𝗶𝘃𝗲? No crystal balls here, but we usua...

As an (almost) 40 year-old, non-smoking male, I pay about $600 a month for my disability and critical illness policies. Madness, right?!

It hurts my soul to watch a truck payment come out of our account every month to go towards something I hope and pray I will never EVER have to use.

But ...