My motto is: knowledge -> good decisions -> less stress and better returns.I spent almost twenty-five years in the financial services industry, starting out in 1991 as a mutual funds salesperson for AIC Ltd., Michael Lee-Chin’s company. I chose … [Read more...]
Archives for October 17, 2017
How do you eat an elephant?
One Mouthful at a Time….(attributed to Creighton W. Abrams, Jr., US Military, 1914-1974)I am a 9 Quick Start (Kolbe A Index 5492). I decided to transport a whack of framed prints about 2.5 x 3 ft. from Toronto to Florida, with glass intact, and I … [Read more...]
It’s All Relative…
Several times a year I spot check my spending to see if I am still following my plan, and invariably I see that I am spending more than my ideal on food and sundries. Recently I decided to examine my “behaviour” before I underscored the amount in … [Read more...]
Why investment people get a bad rap!
Let’s start with the assumption that both the client and the advisor are well intentioned.I believe that even with the best of intentions clients can become unhappy with their advisors because they do not know how to search out a good match.Let us go … [Read more...]