As an investor, your emotions can act as your own worst enemy.Here are a few ways your emotions can sabotage your success....

Over the last three years I have been working with and learning from Susan Bradley of the Sudden Money Institute in the United States to better understand life transitions. Recently she made a trip up to Toronto to present a talk to some of our clien...

Retirement is an exciting and well-deserved time after your working life, but unfortunately a common side effect is that many people experience retiree's remorse. Here are nine tips to help you avoid retiree's remorse and transition to retirement hap...

Elder scamming and financial abuse are on the rise and as more elders get online the problem is only worsening. Financial abuse involves elderly people being forced or tricked into giving unauthorized use of their money or property to someone else. I...

In over three decades as a financial advisor and five generations of family investment experience, I have come across many beliefs about money and financial planning that are just not true. These money myths often stand in people’s way, creating barr...

Trying to sort through the vast amount of information available on retirement planning can be time consuming and confusing. It can also very easily lead you to leap to the wrong conclusion. In this article, I review 6 of the most common retirement pl...

As your parents age, you are often faced with the need to have conversations with them about sensitive topics. These conversations can be difficult and uncomfortable. Consider the following tips on how to approach some common topics....