When I decided last week that I was going to do a free, amateur photoshoot for a deserving family, I was hopeful that I would get some good submissions and have the opportunity to do something nice for a family that really deserved a treat.
I know I'm not a professional, but I also know that I will try really hard to capture some good shots in the hopes that they can have some memories to cherish.
When I received the email nominating a deserving family, I chose them as the winner immediately and you're about to find out why.
Below is an excerpt from the email I received:Read More
Who Would You Choose?
The reason why I started this company is because I know that there is a lot of confusion when it comes to investing in Canada.
I like to use metaphors to explain things in terms that everyone can understand. Below I am going to break down how you're paying for your advice by using two bakers as an example. Then I will show you how that relates to your current investment advice.Read More
A Race to Beat Pancreatic Cancer
10 years ago, we lost our father to pancreatic cancer. At the time, I had very little idea what pancreatic cancer really was, but now I am all too aware that it is one of the worst forms of cancer.
Ever since the day I lost my dad, who was a brilliant and wonderful man, I have wanted to do something to help raise awareness and funds for a cause that had such a profound and negative effect on our family.Read More
A few weeks ago I met with a potential client who had also just met with a brand new advisor who was recently licensed to sell mutual funds and insurance. This advisor was working for WFG and was working under the guidance of her “trainer.”Read More
I completely understand the idea that it would be really nice to make a lot of money with little to no effort. That’s why people don’t like the boring old world of diversified investing.Read More
Earlier this week I had a few great meetings. One via email, one on the phone and one over lunch. I helped a few clients with some needs and they decided to do business with me, which is always awesome! In the old days, this would have been an absolutely huge week for me ...Read More
So many people I talk to are afraid of investing in the stock market. The fear of losing money greatly outweighs the idea that they can make a great deal of money.
As a CERTIFIED FINANCIAL PLANNER Professional, I am aware of two things:
1. Lowering your investment fees will improve your investment performance.
2. Working with a financial planner will increase your net worth.
The problem is that usually you have to sacrifice one over the other.Read More
What is the biggest mistake the average investor makes?
I promise you, if you can avoid making this mistake, you will achieve investment success.Read More
I often talk about the similarities between being in good physical shape and good financial shape. Both of these things are something that everyone understands they should focus on if they’re going to live a better life, but it’s usually much easier to put it off until a later date.Read More
I have decided to mostly provide service based on charging a higher fee on the investments and not a planning fee, unless you are still interested in paying for a financial plan. The updated savings you can expect are in the photo above.Read More
I am going to do my best here to just state the facts as I am aware of them. As I have not worked for every specific financial institution, it is impossible for me to know exactly how the inner operations and sales quotas work, but I do have a fairly good idea.Read More