Blog

AN INTERESTING ARTICLE

15 March, 2017

On Wednesday, March 15th, the CBC aired an interesting report on Banks. Take a look at the attachment.... Read More

PARALYSIS BY COMPLEXITY

23 February, 2017

Filed Under: Financial Planning

One of the most important decisions that you can make is to keep your financial life simple. Our world is fraught with complexities, and, when it comes to the financial industry, we are probably second in line to the legal profession, when it comes t... Read More

The Dow at 20,000 Points!! Pop the Champagne and Hug Your Advisor! Not so Fast!

22 December, 2016

Filed Under: Financial Planning

Today, many are celebrating the fact that the Dow Jones has almost reached 20,000 points, an all-time high. Before your wash down that caviar with a glass of Moet Chandon, there is a thing or two you should know.... Read More

Vive La France. Are they next?

12 December, 2016

Mama Mia! As reported in my previous blog the ruling Italian Democratic party has lost heavily in a referendum to a populist party.... Read More

O Solo Mio!

21 November, 2016

Filed Under: Financial Planning

December 5th 2016. Could Italy be the next domino to fall ? A few facts to start with. Italy's economic growth has been slower than an escargot for over a decade, so slow in fact, that the woeful economy of Japan has out- paced that if Italy.... Read More

Black Tie Bingo Fundraising Event

14 November, 2016

Filed Under: Events
Robert, Diane and Vanessa Roby, with friends Sue Wong, Brian Lee and Bonnie Bowie

November 14, 2016 – Over 330 elegant bingo players gathered for the annual Black Tie Bingo! Fundraiser last Saturday. The third edition of this event was a huge success raising an impressive $63,000 for the Eldercare Foundation of Ottawa and the OutC... Read More

For A Future You Can Count On - Watch Video!

8 November, 2016

Creating wealth is simple, but it’s not easy. It’s not easy, because there are headwinds that are out of your control. Or are they?... Read More

Will it be Hillary or Donald?

3 November, 2016

Will it be Hillary or Donald? What an election campaign! Or should I say, what a run-away train! With only a few days left until the big day, who will win?... Read More

US Elections and Markets 2016

21 October, 2016

History shows an interesting relationship between market volatility and Presidential campaigns... Read More

Black Tie Bingo: Reserve Your Tickets Today!

19 October, 2016

Filed Under: Events

This year’s Black Tie Bingo will take place at the Ottawa Conference and Event Centre.... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.