Where I’m Investing in 2020

Where I’m Investing in 2020

As the new year is around the corner, I thought it would be helpful to talk about where I’m investing in 2020 and how I’m positioning my clients’ portfolios. I thought it would be helpful to give: Two examples of investments Economic rationale...
Mortgage Renewals

Mortgage Renewals

Trevor, my mortgage is renewing, can you help me out?Sure, but most of the time I recommend that they renew with their current lender… only after going through the checklist and making sure that everything else is lined up.Here’s 8 minutes on mortgage...
RRSP Season Is Coming

RRSP Season Is Coming

RRSP season is coming and YES, I’m earlier than everyone else. NOW is the time to start thinking about it. Actually all year long is. In this 15 minute podcast episode I talk about contingency planning and how it factors into your RRSP investments. I also leave...
Monthly November 2019

Monthly November 2019

The markets can be interesting with the Canadian TSX and US S&P500 both up around 3.4% in October, the US index was up 25.3% and the Canadian index was up 18.97% for the year until Nov. 30,2019 not including dividends. It is important to look both at the short and...