Benchmark Investing

An assortment of benchmarks can be used to compare how a portfolio is performing relative to various market segments. Financial … More

Permanent Portfolio

Does the Permanent Portfolio really protect you from market volatility? We use the CRM2Plus software to test if it truly performs … More

Counterfactuals: Demonstrating the Value of Your Advice

It may be the case that one of your clients saved a significant amount of money by listening to your … More

What Should I Invest In?

Disciplined investing is a great way to consistently grow your wealth over time. There are many different types of financial … More

Monitoring Your Performance

Why are you investing? What are your goals? Any person investing or looking into investing should have these goals in … More

Timing the Market

If you had the ability to know for sure what’s going to happen in the future, you’d be a billionaire. … More

Diversification: Portfolio Management

If you’ve ever asked an experienced investor or your financial advisor for advice on improving the risk-adjusted returns of your … More

Working with the Average Investor

The average investor lacks the time to make sense of their financial reports. The biggest benefit of using a financial advisor is having a credible, well-educated individual to explain performance and help guide financial decisions. But this is time consuming.. There are tools, Made in Canada tools, to make your life as a CFP or FA easier….

The Value of Financial Advice

The best and easiest way to improve your investment portfolio performance is to get a financial professional to guide you. The value of advice increases over time

Time Management and the New Financial Advisor

Valentine’s Day and I’m certain you are working late. Managing time is impossible with the mass of tasks that need to be done. The right tools can help.