What is an ETF?

Surprisingly I still get asked this question a lot. Okay, at one point ETF might have been industry gibberish, like PPN, CDO, or FTLP, but by today I’d think the acronym ETF has reached the same recognition by the average retail investor as GIC....

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Finding a Good Advisor

While you can pick up two apples in the produce section of your grocer and make a determination of which is better, it's not so easy in the financial advice industry. This is an update to a post I made 3 years ago with updated links and resources....

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Happy 10th Birthday TFSA!

Wow, 10 years just flew by! January 2009 feels like it was just yesterday......

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2018 Market Review

It's once again time for an annual market review. I do these reviews annually (find links to previous years at bottom) more for orientation purposes than to either dwell on the past or prognosticate the future....

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Investing Is Like Gambling!

There are some real analogies to be made between investing and gambling....

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My Investment Philosophy

You may be an existing client, you might have found this website and are considering becoming a client, or you might be someone who manages all their own investments. Either way, my hope is that the below can be of some general guidance....

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10 Questions to Ask Your Financial Planner

10 questions that everyone should ask their financial advisor, whether they currently deal with them or are planning on dealing with a new one....

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Monday Muhsings: The Utopian Future

Ever notice how many sci-fi movies take place in or refer to some kind of dystopian future? To balance things out, I’m writing this post to hypothesize what I call the Utopian Future. Sunshine and lollipops and how we get there through technology!...

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Bonds! What are they good for?

My self-inflicted homework this Thanksgiving long weekend is to write an incredibly boring – but necessary – blog post about bonds. Why do we invest in ‘em? Why have they done so badly of late? Is there any point investing in them for the future?...

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Planning Your Charitable Impact

Charitable planning is too often overlooked in a financial plan. It's time we take a look at how we can be more calculated and deliberate with our donations, while minimizing tax over our lifetimes....

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