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Showing 1-10 results for "invest well. live well"

Invest Well. Live Well: What is socially responsible investing?

October 31, 2019
Last week, a client asked us about what we could do to help satisfy her desire to invest in a socially responsible way. This subject has often been on our minds and a few clients have begun . . .

Election promises as voting day nears

October 13, 2019
Here is a running list of specific promises announced by the Conservatives, Greens, Liberals and NDP since the official start of the federal election campaign on Sept. 11. The list is updated to . . .

Invest Well. Live Well: How much risk can you take vs. should you take?

July 5, 2019
Years ago, before kids, I was a bachelor travelling in New Zealand, known as the birthplace of bungee jumping. I completed the Thrillogy, which includes three bungee jumps at three different . . .

Invest Well. Live Well: Looking at alternatives

June 14, 2019
More than 20 years ago, foundations, endowments and pension plans could allocate 100 per cent to bonds because interest rates were over 7.25 and they could meet their short- and long-term . . .

Invest Well. Live Well: Do it yourself or with an advisor?

June 7, 2019
The best athletes in the world use coaches to help keep them on track, maintain focus, monitor progress and achieve their goals. Despite being incredibly talented, athletes realize the value a . . .

Invest Well. Live Well: Passing on the family cottage

May 26, 2019
There is something truly relaxing about being in the beautiful B.C. outdoors. Bringing family and friends together, making memories and creating a legacy for loved ones are just a few perks of . . .

Invest Well. Live Well: Does money buy happiness?

May 15, 2019
One of the most popular courses in America is psychology and the good life. Yale professor Laurie Santos offers a course in positive psychology, as opposed to psychological dysfunction. Santos . . .

Invest Well. Live Well: Insuring the future

May 8, 2019
John Lennon was quoted saying, "Life is what happens to you while you are busy making other plans." I think most of us can attest to feeling this way at some point in our lives. Life. . .

Invest Well. Live Well: It’s about balance

April 26, 2019
Much of life is about balance. Too strict of a diet tends to lead to its failure. Too much indulging in one area can lead to complications in another. As my wife Amanda puts it, she works out to . . .

Invest Well. Live Well: Am I paying too much?

April 24, 2019
Recently, an excellent client brought in a family member to see if we could review and analyze their portfolio. This investor was motivated by two triggers. First, they had experienced a low rate. . .


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