I wrote this in 2018 to introduce clients to my approach to financial planning while I was working as a Financial Advisor with a Canadian insurance company.
Planning for Loved Ones with Disabilities (updated)
With the right financial planning, you can create a future of financial independance for a loved one who relies on you now but won't have you forever.
The Perils of Market Timing
Many try to time the markets - and regret it. Read why.
My Approach to Helping Clients
A follow-up to my "Twilight Zone" article, this was written to provide the backstory: an important event early in my career that shaped my outlook dramatically.
Planning for Tomorrow
Have you saved enough for retirement, through work or your own private investments? Have you saved too well and now face losing your OAS?
Coming Soon
I'm always writing new articles, check back soon for more.