Category Archives: Blog


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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26

Sep 2013

College students are taking on more debt than ever before

I’ve always been a strong advocate for the importance of higher education in Canada. College opens so many doors for students after graduation, helping them to network, learn valuable skills, and prove they have what it takes to succeed in a particular field. With all that said, we can’t forget the side of higher education that isn’t sunny and optimistic: paying for it. The good…

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18

Sep 2013

Toronto Garlic Festival

Pack your silverware and breath mints—seriously, bring some gum or something—the Toronto Garlic Festival is almost here! The annual event, now in its third year, will take place on Sept. 22 from 9 a.m. to 5 p.m. at Evergreen Brick Works in Toronto. The festival is open to all garlic lovers, growers, and chefs—plus, there is a guarantee that no vampires will be present. There…

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10

Sep 2013

Economists expect weak loonie to stick around for months

As many in the financial industry have alluded to, the weak loonie is expected to continue the downward trend in value. According to a recent Business News Network article, the Canadian dollar is predicted to drop even further against the U.S. dollar in the next few months, and remain weaker for a longer period of time than earlier predictions stated. The most recent predictions of…

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04

Sep 2013

Limited-time exhibits at the Royal Ontario Museum in Toronto

As a proud Toronto business, we highly encourage clients and visitors to check out the Royal Ontario Museum whenever they’re in the city. Truly one of the great cultural spectacles of Toronto, the museum gives guests a rounded view of ancient civilizations, biodiversity, Canadian history, contemporary culture, earth and space science, fossils and evolution, fashion, and world art. There are a few limited-time exhibits currently…

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28

Aug 2013

Climb the CN Tower in Toronto

A member of our Toronto community once held a title for 30 years (no, it’s not the Leafs, unfortunately). That impressive champ still stands tall—literally—as part of Toronto’s skyline. Once the world’s tallest structure, the CN Tower has now been eclipsed by the Burj Dubai. The CN Tower was completed in 1976 by railroad giant Canadian National. The pillar of hollow concrete stands at 553…

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