Who says you need one? Some history…. 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 this firm because (1) they had their … [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 … [Read more...]