Blog


31

Oct 2014

Another Garden Variety Correction

As I write this, for the first time in over three years we have had a market correction (as defined by at least 10% pull back) in Canada.  Interestingly, this did not occur in the US with the broader market not quite hitting the 10% marker. What is also interesting about this most recent spate of volatility is not that it happened, but that it…

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02

Oct 2014

What REALLY matters

To be frank, I find that over 90 % of what I read on the web as it relates to “investment advice” is complete nonsense. Having said that, I am always on the look out for those individuals who are worth reading and listening to and streaming them through my customized RSS feed. I use the free app Mr Reader that has saved me countless…

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07

Aug 2014

The Gratitude Principal

“Gratitude is not only the greatest of virtues, but the parent of all the others.” – Marcus Tullius Cicero A couple of weekends ago my wife Tanja, my 9 year old daughter Kiera, and I traveled to Chicago to experience a little bit of what that great city has to offer. One of those newer experiences was Chicago 360° in which you are tilted 30…

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The Gratitude Principal

17

Jul 2014

Wealth With Wisdom – Some of You Must Fail

In a previous Wealth With Wisdom blog I wrote that Morgan Housel, who writes for the Motley Fool website, is one of the very few individuals I feel who is worth paying attention to online when it comes to investment and financial planning advice. What really bugs me is that this guys has developed tremendous investing wisdom at the ripe old age of 30! See…

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Wealth With Wisdom – Some of You Must Fail

10

Jun 2014

Peculiar Traits of Rich People

One of the ways I filter out 99.9% of the media noise all of us are exposed to on a regular basis is to have set up an RSS feed on my computer that I check once a day. In this way I can access the wisdom of only those individuals who, over the years, I feel have something truly worthwhile to say. One of…

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24

Feb 2014

It’s Getting Better All the Time

Last month I had the opportunity to travel down to L.A. for a conference hosted by Peter Diamandis. For those of you not familiar with Diamandis, he is best known as the founder and chairman of the X Prize Foundation. This $10 million competition was intended to inspire a new generation of private passenger carrying spaceships. Ultimately the winning team sold their technology to Richard…

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28

Jan 2014

“Time To Feed The Goose” 2014 Edition

“Taxes are our way of feeding the goose that lays the golden eggs of freedom, democracy and enterprise. Someone says, ‘Well, the goose eats too much!’ That’s probably true.  But better a fat goose than no goose at all” – Jim Rohn Once again it is that time of year when we all prepare to feed the goose. Given this fact, I thought you may…

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14

Jan 2014

Pay Less Tax!

Imagine your money growing. Year after year, without you having to think much about it.  Fluctuations notwithstanding, this is possible with many different investments. But here’s the catch: every year, as your money grows, so does your tax bill. Stocks, bonds, mutual funds—almost every type of non-registered investment—all come with an annual tax bill that could cost you thousands more than you need to be…

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23

Dec 2013

Wealth With Wisdom – “How to Think Like a Turkey”

Given the holiday season I thought it would be à propos to talk turkey. Do you know how challenging it is to hunt wild turkeys? Recently I have uncovered a startling statistic, that is, fewer than 30% of turkey hunters manage to bag even one bird a year. When you think about it, this is truly amazing. After all, turkey hunters seem to have everything…

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16

Dec 2013

Can We Beat Our Own Drum?

Please read the Globe & Mail article on Stonegate’s parent company CI Financial. This is not just a recent blip on the screen, but rather a continuous multi year track record of success.  CI stock for years and years has traded at one of the highest multiples in our industry. Analysts and the Market expect CI’s performance to lead its publicly traded peers (Scotia Bank Daily Edge) with management adapting well to…

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