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 tries to keep pace with a rapidly changing regulatory...

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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 double-digit returns.  When asked about their impressive...

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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, will inevitably end up with frayed pages and a little...

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