When you think of Financial Advisor, what do you think of?
This must be one of the greatest challenges a Financial Advisor must deal with. We are not Stock Brokers. We don’t just pick investments.
Investment selection IS one component of Financial Planning. But there are many more components.
My role as an Advisor is to help you navigate all of these components to varying degrees. Some of these components I can advise directly; others I must bring in team mates. Who works on what part is dependent upon who has what licenses.
There is a logical order to take care of these components:
Here are a couple of pictures that tell the same story in a few different ways.
And the most important aspect of those three graphics? It’s not money. It’s behavior. Read here to find out why!
If you want to get started on taking care of these components, give me a shout!
Allianz has released an update regarding insurance coverage. Other insurers will have similar impacts. Known…
As of February 22, 2026, Allianz Global Assistance has classified the situation in the affected areas…
Tugo states that their rates will increase on Feb 18th. The average cost and severity…
Their tax rate card lays out the marginal tax rates for each income range for…
RRSPs can help you: Save on taxes today Grow investments tax deferred Be used for…
If you currently don't have an employer group plan for health insurance, Manulife is allowing…