Personal
Financial Advice or Financial Quackery?
“You gotta be careful if you don’t know where you’re going, otherwise you might not get there.” – Yogi Berra How can you tell whether financial advice you receive is real financial advice or financial quackery? Much of what happens in the financial industry is financial quackery, but because the common methods are familiar to…
Read MoreJourney to Conquer Cancer Walk for Princess Margaret Research in Honour of Ann Hetram
This is a personal post and my first post with a request. My wife, life partner and business partner, Ann Hetram, passed away unexpectedly from cancer 2 months ago. She received excellent care at Princess Margaret Hospital, which is the best cancer hospital in Canada. In her honour, I am co-captain of a team in…
Read MoreCelebrating the Life of Ann Hetram
View the recording of Ann’s Celebration of Life with all the talks about her: I am heartbroken. My wife, life partner & business partner Ann Hetram passed away unexpectedly on Sunday, March 30. We will have a Celebration of Life in Ann’s honour to share stories on Thursday, April 17 at 3 PM, followed by…
Read MoreNew Article: Feature in Elite Biographies
I am flattered that Elite Biographies took time to write about me. Here is an excerpt: “As a certified financial planner I have always wanted to help my clients find financial freedom. With over 26 years of experience as a financial planner (CFP® Professional) and 36 years as an accountant (CPA, CMA), I steadfastly disapprove…
Read MoreFinancial Security Comes From a Huge Nest Egg
Financial security comes from a huge nest egg
Read MoreFinancial Quackery
“Financial Quackery” is one of the main reasons most people struggle financially. This video and podcast episode is my attempt at humour to explain what to look for to get real advice, rather than the typical industry foolishness pretending to be advice. If you prefer to read it, here is a transcript of the video:…
Read MoreReflecting on My Life & Progress Towards My Mission in Life
Today I’m reflecting on my life and progress towards my mission in life – to educate Canadians about what really works to achieve financial security & freedom. I have seen thousands of Canadians struggle with money. I see bad or suboptimal advice based on conventional wisdom all over the financial industry and to a lesser…
Read MoreHow To Choose Your University Specialty
If you or someone you know is in high school or about to apply to university, then this video is a must! After being a financial planner for almost 30 years, I’ve seen the finances of thousands of Canadians, and the careers that pay the big bucks. In this video and podcast episode you’ll learn…
Read MoreIs Your Money Safe OR Secure?
I know what you’re thinking. Isn’t the expression “safe AND secure”? Possibly the single most important thing to know about money is this: Safe and secure are often opposites. With money, it’s usually safe OR secure. It was the disaster in their life that made this clear for Summer and Autumn. They are identical twins.…
Read MoreHow To Own A Nice Car For Less
How can you own a nice car for a lot less? Should you be impressed with someone that has a nice car? How do you measure the ownership cost of your car? What is a warranty worth? Should you lease or own? Can you save money on an electric car? How does your car fit…
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