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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It’s the hot new debate: do you invest your money through a robo-advisor, or seek out a human one to take care of your investments? Read my interview by Kathryn Kyte from Yahoo Finance Canada here: Is a robo-advisor right for you? I offer a robo-advisor service if you...read more
I am thrilled that my recent interview by IdeaMensch is now featured on their site. They know what they are doing. Very insightful questions! What question leads to this answer? "Think outside the box. First understand the issues in-depth. Then think about what works....read more
You will have a lot more tax saving opportunities after you retire than before. If you get a salary, you may have limited tax deductions or tax saving strategies. When you retire, it is completely different. You can essentially determine the amount of income you will...read more
How can you tell if the financial advice you’ve received is real, useful financial guidance or just a case of “fake news”, i.e. financial "quackery”? Unfortunately, a lot of what happens in the financial industry in Canada is financial “quackery,” as we like to call...read more
The “8-Year GIS Strategy” is one of the best strategies to turn a modest retirement into a comfortable one for you. I am finally releasing it! For years, this is one of a few strategies that I have quietly used with select clients. It has 5 huge advantages: $101,00...read more
Read my article on Money.ca... When it comes to choosing between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP), there are plenty of details to keep you up at night. Here are all the pros and cons - including a few you may not...read more