There is an investment firm in Calgary called Mawer Investments and they are VERY good at what they do.

The company's slogan is 'Be Boring. Make Money' and that resonates with me at my core! Having been through a fair share of market dips in my 11ish year career, I LOVE boring (and you should ...

𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫: 𝐈 𝐮𝐬𝐞 𝐭𝐡𝐞 𝐭𝐞𝐫𝐦 ‘𝐧𝐞𝐫𝐝’ 𝐫𝐞𝐬𝐩𝐞𝐜𝐭𝐟𝐮𝐥𝐥𝐲 𝐚𝐧𝐝 𝐞𝐧𝐝𝐞𝐚𝐫𝐢𝐧𝐠𝐥𝐲 𝐨𝐮𝐭 𝐨𝐟 𝐚𝐝𝐦𝐢𝐫𝐚𝐭𝐢𝐨𝐧.
 
To hire a team of CFAs, MBAs, and even PhD’s to manage your hard-earned retirement dollars, you need to only pay as little as 1% per year. I believe this is the wisest investment my clients could ever make.
 
How you ask...

Guaranteed Investment Certificates (GICs) were wonderful investments back in the day.
 
However, they now kind-of, sort-of suck for 𝙢𝙤𝙨𝙩 (not all) investors.  They are tied to interest rates, and - as you probably know if you have gotten a mortgage, bought a car, or taken out a home equity loan, rates...

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...

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 ...

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.