Lighthouse Investment Services of Raymond James Ltd.

03/25/2024

Raymond James featured in an Investment Executive article, highlighting the steady financial growth of the firm as well as future goals. You have to be happy with the firm you work for in order to make clients happy...IMO. Brian,

www.investmentexecutive.com

03/12/2024

It can make financial sense to defer taking your CPP benefits even though it seems counter-intuitive. Just remember you can't outlive this source of income and it's inflation protected. Two advantages that are difficult to find with most investments.

theglobeandmail.com

02/26/2024

Our numbers are impressive, but our people are our greatest strength. Just a reminder too that the 2023 tax year RRSP deadline is this Thursday Feb 29th. Happy returns,

02/14/2024

The deadline is Feb 29th this year. RRSP's still matter - especially if you're looking to defer CPP and / or OAS benefits to qualify for higher payments you can't outlive. Have a plan.

hrmonline.ca

02/08/2024

Don't leave your best friend at home. I find doggo's are not near as disruptive as some people. Bon voyage.

rd.com

02/02/2024

Dimensional Fund Advisors is much like an index fund or ETF but with a few interesting twists. Many investors have not heard of them because they don't spend money on advertising. Have a look why.

portfolio-adviser.com

01/25/2024

kitchener.ctvnews.ca

04/25/2022

The economics have changed from 5 years ago such that it now makes financial sense ( in most cases ) to invest in an ESG manner. Happy returns, Brian

04/19/2022

I'm still a fan of Dimensional Fund Advisors. Their small to mid cap bias coupled with value investing should provide better downside protection than standard indexes. Worth a look. Hoppy returns, Brian

www.dimensional.com

04/14/2022

Did you know? A Pysanka is a Ukrainian Easter egg decorated with traditional Ukrainian folk designs using a wax-resist method. Hoppy Easter, Brian

04/11/2022

Focus on your longer term goals and try to look through the current media flow. Our recent quarterly webinar to Advisor's still calls for rising stock markets. Hoppy Easter, Brian

morningstar.ca