This section includes short articles written by our advisors on current topics, as well as answers to questions asked at some of our client meetings. Blog topics range from delving into the nuts and bolts of an investment strategy or what to look for in an advisor, to understanding why estate planning is so important, and whether you will have enough savings for retirement.
As advisors, we typically counsel families to take a patient, long-term approach to investing in the marketing, but the markets often spin on today’s breaking news and hottest holdings. This means we must take the time to learn about the latest financial fads alongside our clients. Cryptocurrency is a prime example.
“One of the reasons it’s so difficult to outperform the market is because so many individual stocks themselves underperform the market. It’s not a symmetrical distribution where half the stocks outperform and half underperform.”
I’m about to have the biggest moment of my life. Those of you who attended our 10th Annual McClelland University will know that I will be going through a new life phase within the next couple months. For those of who you weren’t able to attend, I wanted to share the news that I will be taking a year off starting mid to late May to start my family!
Heads up! The Ontario government is making changes to OHIP+ under the Ontario Drug Benefit Program (ODB) starting April 1, 2019
This applies to you if you, your spouse or your children are 24 years old or younger, and have drug coverage under a private insurance plan, such as a group benefits plan through Manulife.