Advisor Performance..  

SPIVA is a fantastic resource for anyone trying to understand the active vs passive performance debate.

Here is the Mid-Year Performance for both the US and Canada in 2014. Short version.. it’s really tough for an advisor to beat or even match the appropriate index over a sustained period of time.

If 2015 is your year to take control of your financial future then you need to start with our ABC’s.. :)

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Now read this

Is the TFSA for me??

This post will attempt to answer who the TFSA is best designed for. (Hint: Everyone.. get yours started today!) We often came across a common misconception on how the Tax Free Savings Account (TFSA) actually works for Canadians. Here’s... Continue →