When to use an account, lawyer or financial professional

When to use an account, lawyer or financial professional

As a financial professional I am often asked about investments, insurance, debt, taxes and legal issues. While I am well versed on most issues I have limitations to the extent that I can advise. But at what point should you contact each professional? Having quality...
I Stopped Running at 4am

I Stopped Running at 4am

This past weekend I set out to run from midnight until sunrise. It was a long run but I was up for the challenge… or so I thought. I was camping at Mosport Racetrack (now Canadian Tire Motorsport Speedway) and you camp right beside the track itself. It’s a...
175km run

175km run

So many times we operate day to day on the status quo. It is a survival mechanism that makes our lives easier.  We look to build on what we do so that we don’t have to rethink every single move. We build big things off of this including our current jobs, spouse,...
The Monthly – July 2019

The Monthly – July 2019

Annuities are something that people know are out there, may know a little about the basic framework but don’t know much more than that. Let’s dive into them for a moment before we go into: Recap of podcasts Annuities Market overview Using segregated funds for creditor...