Our Insights
$6.2-million lottery ticket sold in city
Thanks to a winning lottery ticket purchased in Kingston, at least one person’s life is about to change forever. Whig Standard, by Clare […]
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Does your investment adviser put you first?
A killer interview question for an investment adviser: Who do you work for? The Globe and Mail, by Rob CarrickApril 2011 Unless an […]
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Strategizing your money matters
Questions to ask when hiring a fiancial planner. The Ottawa Citizen, by Patrick LangstonMarch 2011 If the thought of having to write a […]
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A retooled strategy needed for retirement
Desmond and Molly are sitting pretty. He is 61, she is 56. Both are retired with government pensions large enough to assure […]
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Top four questions that arise upon the death of a client’s parent
When a client is dealing with the death of a parent, a number of financial and emotional issues arise. You can play […]
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Single and secure
If you’re currently living the single life, you already know it has lots of advantages. You get the whole bed to yourself. […]
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Top 10 retirement mistakes
It sounds like a sure thing: buy a house, watch its value rocket up, then downsize when you retire to tap into […]
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Defining Fiduciary Duty (Financial Services Ottawa)
A recent meeting of industry minds at York University explored the idea of imposing a fiduciary duty upon financial advisors. Noting many […]
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And Baby Makes Three (Financial Planning Ottawa)
Now that Mia’s here, the Barretts’ priorities have suddenly changed. Can they get by on one income? Which comes first, their mortgage […]
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How to Retire at 45 (Financial Planning Ottawa)
The Minellis are in their late forties, and they want to retire right now. Problem is, they’ve never invested in anything but […]
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Ottawa Families Benefit in Gatineau
Cheaper homes, bigger lots, $7-a-day daycare and tax breaks for parents are drawing many families to Gatineau from Ottawa. But some say […]
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Stretching Your Bonus (Financial Planning Ottawa)
Chances are you’ve already spent the bonus you’ve been expecting — in your imagination, anyway. It’s not hard for most people to […]
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Managing Your Debt with a Line of Credit (Financial Planning Ottawa)
A study published in 2001 by Statistics Canada, entitled The Assets and Debts of Canadians, found that 38 per cent of Canadians carry […]
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How To Spend $1 Million (Financial Planning Ottawa)
The Copperfields will be worth a million when they retire at 55. They want to burn every penny before they die MoneySense […]
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Would You Hire Me If I Recommended That? (Financial Services)
I occasionally run into prospects that are holding totally the wrong investments, but somehow are locked into inaction and can’t make a change, […]
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Paying For Advice? Your Portfolio Will Thank You (Financial Services Ottawa)
Fee-for-service advice emulates professions like accountancy and law, where conversations with clients go along the lines of “here’s what I can do […]
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What Do I Do Now? (Financial Planning Ottawa)
The recovery is upon us and it’s time to start planning for the future MoneySense Magazine, by Rob GerlsbeckNovember 2009 That means lots […]
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The $150,000 Surprise (Financial Services)
Should you pay for your kids’ university education? Or should they? MoneySense Magazine, by Julie CazzinOctober 2009 My $150,000 surprise came two years […]
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