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• Filling the knowledge gap for the young affluent

  11/20/2012
  Wealthy baby boomers are retiring and the ‘Great Transfer’ of wealth is well underway. Yet, according to the 2012 U.S. Trust Insights on Wealth and Worth Survey, more than two-thirds of parents believe their children are not adequately prepared to handle wealth. This is not surprising because ... Keep Reading "Filling the knowledge gap for the young affluent" >

• Wealth management is more than just financial

  11/09/2012
  Wealth management is a tag line used by many financial advisors to describe their services. It’s a familiar term but what does it actually mean and, more importantly, what should it mean? Wikipedia says “at the most general level, economists may define wealth as anything of value which captures ... Keep Reading "Wealth management is more than just financial" >

• A new way of helping your child to buy a home

  11/06/2012
  Some generous parents wish to assist their children to purchase a home, especially given today’s seemingly “out-of-reach” prices. An obstacle for simply gifting capital to children to purchase a home is the risk that a significant portion of the funds could be lost in the event of a marriage ... Keep Reading "A new way of helping your child to buy a home" >

• Making the most of a mature dental practice

  09/26/2012
  You are now generating significant cash flow from your practice and have other decisions to make such as: What to do with the surplus cash? How much to save? How much to spend? What’s the best way to turn surplus cash flow into wealth? Keep Reading "Making the most of a mature dental practice" >

• Found money: How to unlock value from an old insurance policy

  06/25/2012
  In my insurance practice, I am meeting more and more baby boomers with the same predicament: they have a life insurance policy they no longer need, that has no cash value and annual premiums that are getting more and more expensive.  It becomes a source of irritation to see cash going out the ... Keep Reading "Found money: How to unlock value from an old insurance policy" >

• Increased wealth after age 70? Don’t bet on it.

  06/14/2012
  A recent article in the Financial Post concludes that spending by those who are retired declines with age and correspondingly wealth increases for those over 70 years of age. Our experience is quite the opposite among the higher net worth clients we have helped through retirement. In fact, I ... Keep Reading "Increased wealth after age 70? Don’t bet on it." >

• Net worth. Self worth. What values will you pass on?

  05/23/2012
  A practical guide to conscious choices that will shape your family’s relationship with mon Keep Reading "Net worth. Self worth. What values will you pass on?" >

• The top 10 things our children should know about money

  05/16/2012
  Many of my clients have adult children graduating from university and starting a new career. For many it’s the first time they have had to manage finances and plan for the longer term. Now is the time to establish good habits and attitudes that will last a lifetime. Here is my list of the top... Keep Reading "The top 10 things our children should know about money" >

• When will natural gas prices turn?

  05/09/2012
  Record warm temperatures made for a comfortable Canadian winter this year. But they’ve caused a chill in the energy market. Particularly natural gas prices which dropped to a 15 year low. What’s the cure? “Low gas prices” is the standard response from industry experts. Low prices spur demand ... Keep Reading "When will natural gas prices turn?" >

• Does wealth breed selfishness?

  04/20/2012
  A guest blog by Dr. Julie A. Morton. Provocative new research at the University of California, Berkley, suggests that those of means ARE different from their more humble brethren, and NOT in ways that would make one proud. According to studies conducted by social psychologist Paul Piff and his ... Keep Reading "Does wealth breed selfishness?" >