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Chris Oliphant
Craig Tozer
Sarah King
Nav Brar
John W. Waters, C.A., CFP, TEP

Tel: 403-260-9318
Tel: 403-260-9344

Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1

23 Years and the Song Remains the Same

Posted on: June 4, 2018

When I started helping families implement best decisions 23 years ago, the industry was recommending that ‘retiring’ investors would want safety for their income and principal and therefore should invest their money in bonds. This placating counsel remains the norm in the industry to this day BUT WE WANT NO PART OF IT, AND HERE’S WHY

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Tell it like it is

Posted on: April 10, 2018

My e-mail Inbox this morning is full of examples of the many solutions regularly marketed by our industry. Something’s wrong here. The headlines imply that we ought to want to limit “volatility”.

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Market Watch: Demographics and Equity Returns

Posted on: March 13, 2018

Evidence doesn't support aging population projections lowering returns.

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Considerations: The Billionaire Who Gave It All Away

Posted on: March 8, 2018

A cool story of incredible giving! Thanks, Chuck.

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