Shadow Banking in Canada

Shadow Banking in Canada

Shadow banking in Canada is rarely talked about. However, given the B20 rule changes, we are starting to see some of the affects on the Canadian economy. As a positive, the Canadian banks are having better mortgages on their books than if they were qualifying people...
Mortgage: Fixed vs Variable

Mortgage: Fixed vs Variable

In this episode, Trevor talks about whether to go fixed or variable on your mortgage and some of the considerations that should happen… They likely aren’t what you would expect. Please note that all mortgage discussions are provided by Trevor Dale, who is...
Selecting a Financial Advisor

Selecting a Financial Advisor

I remember the first time I deal with someone in a bank branch. They gave me a bunch of options and yet I still felt like I was overwhelmed with the decision making process. I didn’t know where I was financially, I didn’t know exactly what my actions meant...
Financial Plans

Financial Plans

Financial plans are at the core of what we do however in reality, plans are what we do all over our lives? So why don’t we have a financial plan? We plan to get to work on time, we plan to get our kids to school. We plan to get a new job. We make social plans...
Podcast: Stocks & Bonds: How much should I have of each?

Podcast: Stocks & Bonds: How much should I have of each?

In this podcast, Trevor Dale owner and portfolio manager, discusses his thoughts on asset allocation when it comes to stocks and bonds. He challenges the traditional rule of thumb and strips out the facts from the feelings in making this investment decision. There are...