Articles

  • Oct 23 2019
    Does Knowledge Give Us the Power to Act More Decisively?

    A brief discussion on one of the most basic elements of financial success. The First Step.

  • Sep 26 2019
    Are Negative Rates Going To Be Helpful To Me?

    There has been a phenomenon in Japan and Europe in recent years called Negative Interest rates – a situation whereby the bank receives money from the customer to hold their deposits and the bank, in turn does the same when it stores excess reserves in its’ country’s Central Bank. Mostly this has been a result  Read more ➝

  • Aug 26 2019
    What is Going On With Markets?

    What to say about markets at the moment? As market records get established and re-established? Only to see months worth of gains wiped off the board with an arbitrary tweet from the President of the United States (POTUS) concerning China. Then to see it gained back again at any hint that things are back on  Read more ➝

  • Jul 4 2019
    What’s the Deal With Bonds?

      As a Baby Boomer, have you noticed that you have spent most of your life on the wrong side of interest rates?   When young, getting married, raising children and purchasing their first homes, interest rates were high for this generation. Most of the early mortgage payments were all interest with hardly a dent  Read more ➝

  • Jun 13 2019
    Tax Free Savings

    Back In 2009 the first modern innovation in financial savings products in a generation emerged onto the Canadian investment marketplace: The Tax Free Savings Account.  TFSAs are an easy to use and relatively convenient tool for saving for a variety of purposes, useful to most all Canadians in most all of our tax brackets.  The  Read more ➝

  • Aug 17 2018
    Rockridge Private Debt & Real Estate Equity Pool

    While Pension & Endowment funds recognize the importance of diversification by including private debt and real estate in their portfolios, retail investors have a difficult time accessing alternatives to stocks and bonds…

  • Aug 10 2018
    The Wealth RoadMap

    We take a project management approach to helping you achieve your financial goals. Whether your goals include saving for retirement, purchasing a recreation property, educating your children or grandchildren, or insuring that your financial affairs are in order in case of a life changing event, there are tasks that must be completed in an efficient manner…

  • Jul 28 2018
    Investment Strategies

    There are dozens of opinions and strategies out there about where and how to invest, priorities and plans. Perspective is always necessary and outside opinions can sometimes help us see which things matter most…

  • Jul 26 2018
    Growing Wealth

    The truth is, growing wealth doesn’t have to be complicated. Wealthy people don’t have some secret…