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

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

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 locations.
Invest Well. Live Well: Looking at alternatives

Invest Well. Live Well: Looking at alternatives

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

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

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 coach brings to them personally and/or their team.
Invest Well. Live Well: Passing on the family cottage

Invest Well. Live Well: Passing on the family cottage

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 owning a recreational property.
Invest Well. Live Well: Does money buy happiness?

Invest Well. Live Well: Does money buy happiness?

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.
Invest Well. Live Well: Insuring the future

Invest Well. Live Well: Insuring the future

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 is unpredictable and things often go sideways.
Invest Well. Live Well: Our investment philosophy and 10 core beliefs

Invest Well. Live Well: Our investment philosophy and 10 core beliefs

As a parent, I believe we want to instil certain virtues and values into our children.
Invest Well. Live Well: It’s about balance

Invest Well. Live Well: It’s about balance

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 stay healthy — and to say yes to dessert.
Invest Well. Live Well: Am I paying too much?

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

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 of return over the last few years.
Invest Well. Live Well: Teaching your kids about money

Invest Well. Live Well: Teaching your kids about money

We have two kids each, all of whom are proudly the centre of our worlds. As much as we want them to have nice things in life, we feel it is also important to teach them about money and healthy financial habits.