It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend to dump the laggard for “something that’s doing better”. But an understanding of market...
Many investors and advisors are reluctant to buy an Exchange Traded Fund (ETF) with a relatively small asset base or low trading volume. This results from the fear of inputting a trade so large that it causes an unfavourable move in the market price...
In the mid-1990s, interest rates offered on guaranteed investment certificates (GICs) ranged from 6% to 8% per year for five-year terms. Those rates – generous by today’s standards – were a far cry from the double-digit rates available just a...
Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the...
Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
A prospective client met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“. When I then asked if his Investment Advisor had not measured-up against his...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
