StandOut

A few times a year, we travel to meet investment firms and complete our due diligence process. Recently, I travelled to Toronto, met with representatives of 12 companies and had the opportunity to interview their CEOs or key personnel.

I have often said that you could have all the money in the world, but if you have no time it is useless. Alternatively, having a lot of time and no money is also problematic.

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 proactively requesting information.

We often hear "You can't lose with real estate” or "Real estate is a better investment than the stock market." While at certain points in time, this may be true, over the long run you might be surprised how they have played out.

Kamloops Tomorrow brings leaders together Oct. 4

There are many tips and lists to help improve investor returns, but we believe investor behaviour is the most important one. As humans, we rely on logic, but emotions often get in the way.

The people of British Columbia spoke, the government listened and, starting this month, car insurance rates in the province will be fairer for safe drivers.

According to finder.com, a staggering 68 per cent of Canadian parents are helping their adult children with finances. Personally, we have had assistance early in our lifetimes from our parents.