Personal

New 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…

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Financial 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:…

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Reflecting 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…

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How 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…

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Is 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.…

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How 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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What Financial Question Is on Your Mind?

What burning financial question is on your mind? What topic(s) would you like me to tackle next?

I post a video or article on my blog, YouTube & my email list every Thursday and try to make it as relevant to you as I can. I am asking you now to find out what is most relevant for you.

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We are hiring! Join our team!

Financial Planning Professional As one of Canada’s Top Financial Planning Teams, our “One plan – One planner” and “Full Service” philosophy means we look after all aspects of our clients’ finances.  The core mandate of our Practice is detailed financial planning (not sales) and very rewarding in making a big difference in our clients’ lives.…

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