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...]

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...]