Newsletters

We send a monthly newsletter to our clients and subscribers, covering current events and financial topics relevant to our clients. Some of our financial articles have been written by our advisors, and others are stories from the news media that we want to share. Topics may include; what makes a good advisor, how emotions affect markets, mass media manipulates readers to make changes in the market, buy high sell low – knee jerk reactions, living longer – financial realities and so on.

How advisors can fight back against low fees

How advisors can fight back against low fees
August 1, 2018

Here’s a great article by James Burton of Wealth Professional magazine I’d like to share with you today:

Fees have hit rock bottom thanks to Fidelity but good advisors will always have the ammunition to prove their value, according to an industry veteran.

The US division of the investment giants this month launched two index-tracking mutual funds at 0% expense ratio, winning the race to the bottom and sending shockwaves through the profession.

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Would you spin a wheel to decide who gets everything you worked for throughout your entire life.

Would you spin a wheel to decide who gets everything you worked for throughout your entire life.
July 1, 2018

Sounds silly, doesn’t it? Well, today’s biggest estate planning issue is what we call the Beneficiary Lottery. This is the solution that many people default to by trying to avoid conflict or not dealing with estate issues. In a nutshell, when wills are made they are done per individual, not jointly. At any time, either party can change their will without informing the other. In addition to this, when one party has passed the surviving person can make any changes to their will, as they see fit.

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McClelland University: “Best one yet!” “Loved the speakers!”

McClelland University
May 1, 2018

On April 27th, these comments were often overheard as we celebrated our biggest client appreciation event of the year, McClelland University! Annually, we honour our loyal clients by hosting them to a half day of entertainment, education and two flavourful meals. This year’s McClelland University was the first major event planned by our new Marketing Manager, Amber Mazurkiewicz. She did not disappoint. From the new design of the stage, to the additional buffet line, everyone’s experience was a great one.

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The End Of Cryptocurrency

The End Of Cryptocurrency
March 1, 2018

For those of you who know me, know that I love the study of economics, not economists, but the science behind how the world works, financially. This being the case, I get many questions about cryptocurrency, Bitcoin and Blockchain.

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