Isn’t it nice when you go to your bank to deposit a cheque and they hand you $500 just as a thank you having an account with them? No? That’s never happened to you? Strange. Then you must not be using RESPs! The RESP, or Registered Educational Savings Plans, is a fantastic initiative by the […]

I recently took the time to sit down and enjoy my second Jonathan Chevreau book, “The Victory Lap Retirement” which addresses a topic covered in my own book “The Real Estate Retirement Plan” in a different way. Both books address the topic of retirement in different but very complementary fashion. The underlying problem is the […]

The Problem Real estate investors often fail to objectively assess their existing portfolio in the same way that a holistic wealth management professional or financial planner would when dealing with equity investments. Many real estate investors who began their investment career following sound investment principles have got caught up in the hype and strayed from […]

Everyone knows what a wealth advisor does, but do they really? Of course a wealth advisor helps you with financial planning and to meet your wealth objectives but we’ll cover in this article the actual process of how that’s done. At the end you’ll understand what your advisor actually does (or should be doing) and […]

An age old question in investment suitability is “how much risk do I take?” and it’s a key consideration in your investment activities. Naturally changes in life circumstances may change your tolerance for risk over time, but self-reflection helps in this area so you can be confident that you’re making smart financial decisions which are […]