Prenups! When and Why

When newly in love, nobody likes having the “what if we break up” chat. But, it’s important. If you’ve got large assets, like a house or investment portfolio, or if you are planning to be a stay at home parent,  these talks are important to ensure that you and your...

New To Investing? Don’t Get Ripped Off

Most first-time investors purchasing mutual funds know that the price tag of a fund is the MER – the Manager Expense Ratio – but time and time again I hear horror stories from clients who had no idea their mutual funds also came with Deferred Sales Charges...

Playing Hard Ball…Tough Game

I quoted one of my first customers in my new business a few weeks ago. (More to come on that story) Sounds exciting right? Well it felt terrible. You see, I’m actually charging money for the first time. This is new territory – I used to be paid on a salary, and then I...

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