Welcome to Unconventional Wisdom – Insights from experience on building financial security.
Learn how to achieve financial freedom. This is the place you can get real answers to financial issues on your mind. Ask your questions after an article on the topic or in the Huddle open forum.
To understand why I see things differently, read About Me.
If you love learning about and discussing finance, start with Must Read and Strategies.I have an overview of what you really need to know to become financially independent in a ‘must see’ video: The 6 Steps to Become Financially Independent.
To keep it simple, read my shorter Insights & Videos. To have fun with false facts, read Conventional Nonsense.
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Interesting interview by Sheryl Smolkin from the Saskatchewan Pension Plan. Many financial planners use the 4% rule, which essentially says that you can withdraw $40,000 a year plus inflation for life from a $1 million portfolio. What do you think? ...read more
Well-written article on Biz TV. Unconventional wisdom. So many Canadians limit their financial future because of beliefs they have that are simply not true or are not optimal. Myths about the stock market lead Canadians to invest too conservatively to achieve their...read more
With the Liberal attack on small business plus tax rates passing the psychological 50%, I have seen a surge in Canadians contacting me for a Financial Plan to minimize tax. There are many effective tax-reduction strategies. Excellent article in the National Post about...read more
The Cash Dam is a simple but powerful tax strategy I have used with quite a few clients. It is an especially attractive option for those who are familiar with the Smith Manoeuvre or other tax minimization strategies. It can help you with tax optimization if you have a...read more
We are in the second biggest stock market boom in history – and the most hated bull market ever. The world stock markets (MSCI World Index) have more than tripled - up 250% since it started in March 2009. However, most investors have made significantly less. The...read more
I'm pleased because the Canadian MoneySaver is the highest quality financial magazine in Canada, in my opinion. It is also Canada's only financial magazine with a print edition. I wrote a very high quality article for the November issue about how to become financially...read more