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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.
Invest Well. Live Well: What are your investing blind spots?

Invest Well. Live Well: What are your investing blind spots?

Who hasn't made a poor decision in life? Perhaps you ate ice cream instead of dieting or binged on Netflix when you should have been doing your taxes (personally guilty).
Invest Well, Live Well: When did you last check under the hood of your investments?

Invest Well, Live Well: When did you last check under the hood of your investments?

We've used the analogy that investing can be like a road trip. It can be fun, exciting and, sometimes, you take a back seat and let someone else drive. Others dislike road trips and try hard to avoid them.
Invest Well, Live Well: How to Tell a Stock's Future Value?

Invest Well, Live Well: How to Tell a Stock's Future Value?

In the world of investing there are many different styles and strategies; however, when investing in stocks there are typically two primary ones: Growth and Value.
Invest Well, Live Well: Dividends Key in 2019

Invest Well, Live Well: Dividends Key in 2019

Globally, stock markets are off 15%-20% from their highs. Many investors are questioning their strategy. Rising interest rates and trade tensions have pulled down reliable dividend stocks.
Invest Well. Live Well: New Year, New You?

Invest Well. Live Well: New Year, New You?

New Year's Resolutions. Love them or hate them, it is the time of year many of us make goals to change for the better.