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Why We Worry About Money When We Shouldn’t

Posted by on Sep 21, 2017 in Uncategorized |

Even the wealthy can feel precariously close to financial ruin. You have a great career and a solid and growing investment portfolio. You have a spacious home and maybe even a cottage. By most measures, you’d be called affluent. So, why do you still worry about money and feel your financial empire could fall apart at any time? You’re not alone. Many high net-worth people think of themselves as having less than they do. Just being wealthy...

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Don’t be greedy…it works against you

Posted by on Sep 21, 2016 in Uncategorized |

  The more you love money, the less it appears to love you back. A new study found that nearly 60% of investors who score high on a “love of money” scale actually have bad financial outcomes, according to State Street’s Center for Applied Research, which surveyed 3,000 retail investors across the globe. “The more that people love money, the more money they lose,” says Suzanne Duncan, head of global research at...

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Alternative Investment Option for Business Owners

Posted by on Aug 30, 2016 in Uncategorized |

  Using the unique strategies as outlined in Norman Piché’s book “The Alternative Investment Option”, this informative session focused on the needs of business owners will share wealth-building ideas such as…   Learn how to use tax-sheltered investments within a corporation – similar to TFSAs. Learn about the upcoming CRA Income Tax changes in effect on January 1st, 2017  Learn about the KEY strategy to implement prior to this...

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