Words to Live By

Published by Leah Earle on Jan 11, 2018

  “A short sentence or phrase chosen as encapsulating the beliefs or ideals guiding an individual, family, or institution.”   Jeopardy answer: what is a motto.   Everyone has some idea or overlying rule... Continue reading

Happy Holidays!

Published by Nick Earle on Dec 25, 2017

  ... Continue reading

RESP or TFSA? How to Save for Post-Secondary Education in Ontario

Published by Bill Bell on Dec 07, 2017

  Life is expensive and without some form of post-secondary education it’s nearly impossible to get a job that will cover these expenses. That’s why so many parents start saving to help educate their ... Continue reading

3 Online Tools for People that Want to Learn More About Finance

Published by Leah Earle on Nov 21, 2017

    Some people do their own taxes, some people manage their own investments, and some people don’t know where to find their bank balance. There are countless resources available online that will help... Continue reading

5 Questions For Your New Financial Advisor

Published by Bill Bell on Nov 14, 2017

  If you are looking for a financial advisor (and if you are we hope you aren’t one of our clients), you may find yourself drawn more to the sales pitches of the advisors you should avoid, than to the... Continue reading

Do I Need a Financial Advisor or a Financial Planner?

Published by Bill Bell on Oct 30, 2017

Much ado is currently being made about who can/should call themselves a “Financial Planner,” and it is safe to assume that this will continue to be a very hot topic as the financial services industry ... Continue reading

Measuring Investment Success… the Smart Way

Published by Jon Earle on Oct 19, 2017

  We’ve all heard from a neighbour, friend or colleague after they’ve made an impressive investment.  Proudly boasting about a recent purchase of Shopify, gold bullion, or maybe Tesla, ably raking in ... Continue reading

Genuinely Non-Boring Reads in the Exhilarating Genre of Financial Literature

Published by Leah Earle on Oct 05, 2017

  In this digital age, I still value a good book. Not on a Kindle or e-reader of any kind, an actual book that you can physically hold in your hands on the dock at the cottage. One that, if it’s any good... Continue reading

Why Do We Have A Newsletter?

Published by Leah Earle on Sep 29, 2017

Snail mail… It’s used less and less these days. It has become a weekly (or sometimes monthly) duty to check it and find piles of pizza coupons and real estate brochures. But, if you are on our mailing... Continue reading

Should I Be Paying Off My Mortgage or Putting Money into My RRSP?

Published by Bill Bell on Aug 15, 2017

  One of the most common questions asked to financial advisors is something along the lines of “should I be paying off my mortgage, or putting money into my RRSP?”  If that’s a question that keeps you... Continue reading