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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Value #3: Share in Success

Vision: Success requires the acknowledgement of those individuals or groups that assisted us along the way. Simply put, we should consider how to further empower our family, friends and neighbours in order for them to start on their path... Continue →