"Managed Money
Today's investors face a very different world than their parents did. The explosion in information technology has expanded their investment horizons to virtually every corner of the globe. New products vie with the old-familiars, fresh investment approaches fill reams of financial journals, and disciples of innovative management techniques expound their views on ubiquitous money shows that fill your television airways nightly.

read more --->

"Teach Canadians about Financial Literacy
Most Canadians don’t understand what mutual funds do or how they work. After more than a decade of earnestly telling my clients that there is a difference between a management expense ratio (MER) and a deferred sales charge (DSC) “load”, many still cannot confidently explain the difference.

read more --->

"Equities: The Superior Long-term Investment
As history can attest, stock markets experience their ups and downs. Yet despite periods of turmoil and volatility - whether caused by recession, inflation, interest-rate changes or political uncertainty - stock markets have historically kept moving on to new highs. Thus, the potential benefits of equity ownership.

read more --->

"Stripped Bonds - A GIC Alternative for Your RRSP
There are several benefits that can be realized by investing all or part of an RRSP portfolio in securities whose value is guaranteed. One type of security whose value is guaranteed by a government is known as a bond. The investment discussed here is derived from bonds issued by the federal or provincial governments, and is known as a stripped bond.

read more --->

"MERs as Indulgences
In watching the program, I couldn’t help but wonder about the mutual fund industry and its stranglehold on the advice some people give regarding these products. Just as the “Industry of Christianity” has various shapes and forms including different versions of the bible, so too does the “Industry of Mutual Funds” have various shapes and forms including a whole series of “bibles”- also known as mutual fund ranking guides.

read more --->

"And to my Beloved Government, for Years of Devoted Service, I Hereby Bequeath..."
For your entire adult life you are subject to taxation in some form or other. You may begrudge paying these taxes, but you nevertheless do, justifying the expense as the "required cost" of living in Canada. It therefore seems a bitter irony that the payment of taxes doesn't necessarily end when you die. You are likely aware of the various income taxes that are payable by your estate in the year of your death

read more --->