Our Views

“Am I wealthy?” It’s a question we are often asked by clients. Given that many of them live modest lifestyles, a lot of them don’t feel wealthy. A study by Fidelity Investments found that 42% of American millionaires do not feel wealthy. The investable asset level at which ... Keep Reading "Do you feel wealthy?" >

Last week, John Heinzl of the Globe and Mail wrote a good piece on The Difference Between Advisors and Counsellors. He did a nice job of spelling out the key aspects of what it means to work with a professional investment counsellor versus a commissioned salesperson. Keep Reading "Choosing an investment professional" >

It seems the U.S. federal government is turning up the heat on offshore US citizens who aren’t part of the U.S. tax system – and they’re getting more focused on finding them.  This potentially has implications for U.S. citizens living in Canada. In an announcement earlier this year, the U.S. ... Keep Reading "IRS targeting U.S. citizens living ‘offshore’" >

Late 2008 and early 2009, financial markets were in crisis and the world was in deep economic recession. The prevailing wisdom was to invest in ‘obvious survivors’. Food, pharmas and other non-discretionary goods that penny pinching consumers couldn’t live without. Good ... Keep Reading "How entrepreneurs – and smart investors – really succeed" >