The Compound Effect

07/15/2025

There’s a difference between meeting a quota and meeting your goals.
If you’re ready for advice built around your needs—not a bank’s targets—let’s talk.

"We pay lip service to financial planning," said one anonymous mutual fund representative in a survey.

05/24/2025

I have been in the investment business for 2 decades and seen my fair share of good incomes with no savings and median incomes having large accounts. It’s NOT about how much you make… It’s about making it a priority!! I think the GOAT says it best !!

11/12/2021

07/05/2021

This is for the young ones....We have been locked up for over a year, some with extra cash in our accounts. Before you run out to the stores to spend it, $AVE some of it..... It will pay off!!

05/11/2021

Kids have got to start saving smart earlier. Or they’ll be living with us forever!
If your kids are 18 to 30 years old please get them to contact me for a free game plan on how to buy their first home including building up a down payment, improving your credit score and getting the right size of mortgage not what the bank tells you that you can afford.

05/03/2021

Check out the link...If you have questions private message me.
https://ca.finance.yahoo.com/news/tfsa-users-49-canadians-making-133750449.html

03/19/2021

Why mortgage insurance may not be the best option!

03/19/2021

Your coach, in your corner.

03/11/2021

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