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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...

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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,...

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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...

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Hedge Fund Strategy: Merger Arbitrage

Hedge Fund Strategy: Merger Arbitrage

Trevor Dale, CFA discusses one hedge fund strategy called merger arbitrage. This is what the name would have you assume, it is a strategy around mergers. Further it is trying to take advantage of the pricing discrepancies within the merger, called arbitrage....

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Hedge Fund Strategies: Market Neutral

Hedge Fund Strategies: Market Neutral

Most people know the word hedge fund but very few actually know what the term means and even less know how the strategies work. In this episode Trevor Dale, CFA, Founder TK Dale Wealth Management and Creator of MillionDollarMortgage.com, outlines the strategy and how...

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Individual Stocks vs Funds

Individual Stocks vs Funds

There is an age old debate about whether to own an individual stock or a fund containing multiple individual stocks. There are many merits to both. In this episode I lay out the difficulties for each, strategies, a specific ETF that I use and how I go about investing...

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Real Estate Opportunity

Real Estate Opportunity

There is a new government program coming out which is intended to help first time home buyers purchase places under $590,000 to individuals or couples who have a household income of less than $120,000. It comes in the form of an equity partnership where the government...

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Estate Planning & Your Portfolio

Estate Planning & Your Portfolio

Estate planning is something we know we should do but the actual mechanisms of doing so can be a little more complicated. I had a family that has 85 year old grandparents in long-term care, they have a portfolio currently of around $1 million, are selling the...

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Monthly – June 2019

Monthly – June 2019

Last month things got spicy, with the US S&P 500 down 6.6% in May and as the markets love to do, the S&P 500 was up 6.9% in June. This roller coaster is to be expected and people should get used to volatility. It is a part of life. I don't run from it, I don't...

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