October 3rd, 2023

Many financial advisers only work with wealthy clients.

So where are the masses going for help?

If you already have a million-dollar portfolio, you have access to a different world of financial advisers than the average household.

From time to time, people ask me for help finding a financial adviser, and $1-million dollars is generally the threshold that tells me whether it’s going to be an easy introduction, or if I’m going to have to dedicate significant time to explain the economics of financial advice models in Canada and what questions to ask any prospective adviser they interview. Read more Globe and Mail Article

December 1st, 2022 - Thoughts about Giving this Holiday Season! - Watch Here

December 1st, 2022 - Recession-beating tips for the job market, housing, investing and cost of life - Listen Here or read the Globe and Mail article