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Invest Well. Live Well: Your family’s most valuable document

Invest Well. Live Well: Your family’s most valuable document

We recently attended an excellent seminar about the importance of estate planning and ensuring your family is aware of your final wishes.
Local realtor a team player in and out of the office

Local realtor a team player in and out of the office

Bobby Iio is not just the team leader of the Kamloops’ award-winning real estate group, Team 110. He is also a leading figure in philanthropy, locally and internationally.
New real estate regulations offer accountability, transparency says local realtor

New real estate regulations offer accountability, transparency says local realtor

Amid the negative reactions the provincial government received as a result of its new rules prohibiting a dual agency, one Kamloops realtor says it is an opportunity to bring more integrity and honesty to the industry.
Invest Well. Live Well: New year, new you?

Invest Well. Live Well: New year, new you?

"The best time to plant a tree was 20 years ago, the next best time is now." ~ Chinese proverb
Invest Well. Live Well: Winter is coming — is your portfolio prepared?

Invest Well. Live Well: Winter is coming — is your portfolio prepared?

For the select few who have never watched Game of Thrones, the Stark household is lord of the North. The Stark motto — “Winter is coming" — was a warning to remain vigilant and prepare for the inevitable harsh winter.
Building a business — one baby step at a time

Building a business — one baby step at a time

Welcome to Startup Story, a six-part series in which we will follow a new business through its startup and the trials and tribulations of a new venture over the course of a year.
Invest Well. Live Well: The pursuit of excellence (and new shoes)

Invest Well. Live Well: The pursuit of excellence (and new shoes)

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.
Invest Well. Live Well: The most powerful investment tool

Invest Well. Live Well: The most powerful investment tool

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

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

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.
Invest Well. Live Well: Real estate versus the stock market

Invest Well. Live Well: Real estate versus the stock market

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.