“Remember, today is the tomorrow you worried about yesterday.” Dale Carnegie

May 20, 2021 |Gerry Doyle
I chose this quote by Dale Carnegie as a reminder to us all that “tomorrow will come” and how it looks will depend to a great extent on how we conduct ourselves today. Being one of only 3,643 Financial Planners in Canada who hold the QAFP designation...
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“Never let a good crisis go to waste.” Winston Churchill

Mar 02, 2021 |Gerry Doyle
Winston Churchill is said to have made this quote in 1940 during the early ugly beginning of WW II. The quote itself though has been around for a while, and in fact was used once more in the movie Operation Petticoat. In the movie an American Submarine...
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My husband shouted from the other room, “Honey I am going on my Zoom call now…” I responded, “then I guess I had better put my top on”. He replied, “… and they can hear you.” Anonymous

Jan 14, 2021 |Gerry Doyle
When COVID arrived, I am pleased to say that our team had already become well versed in using video conferencing to meet with clients. We had practiced amongst ourselves, corrected all the little background bloopers (e.g. remove the bottle of whiskey...
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“Some people see a glass half full. Some people see a glass half empty. I see a glass that’s twice as big as it needs to be.” George Carlin

Dec 21, 2020 |Gerry Doyle
That’s deep, I think? As we step into our dystopian day ruled by COVID it is both easy and understandable to fall into a state of funk. Our freedoms have been stripped, the things we took for granted are now gone … and in their place we have the risk...
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“It’s tough to make predictions, especially about the future” Yogi Berra

Nov 13, 2020 |Gerry Doyle
My desk is actually quite bare. Telephone, computer and leather portfolio so I have something to carry when I walk into a meeting. More on this later. Today however I came across a newspaper article that I had tucked away in the back of a drawer. It was...
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“You will discover that you have two hands. One is for helping yourself. The other is for helping others.” Audrey Hepburn

Nov 03, 2020 |Gerry Doyle
I know I have said this before, but I have to say it again. “I am so grateful to have the best job and the best clients ever.” When I say that I have the best clients, what I mean is that our clients are the most kind and generous people I have ever met...
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When your mother asks, 'Do you want a piece of advice?' it is a mere formality. It doesn't matter if you answer yes or no. You're going to get it anyway. Erma Bombeck

Jun 24, 2020 |Gerry Doyle
So I needed some advice the other day and thought it best to consult a few of my friends, who in my opinion are geniuses as they seem to know everything on just about every subject. The decision I needed to make was … where could I get my haircut? Things...
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Give a man a fish and he has food for a day. Teach him to fish and you can get rid of him all weekend. Zenna Schaffer

Jun 05, 2020 |Gerry Doyle
True story … My son, brother, his two sons and I went fishing on the lake. We found a nice spot amongst the reeds, got comfortable, found our spot on the boat and cast our rods. An hour or so later my wife came along in her kayak. She was alarmed and...
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“Sell in May and Go Away!”

May 28, 2020 |Gerry Doyle
The saying is said to have originated as an old English phrase that referred to “how merchants and bankers would flee the hot city for the more comfortable summer months in the country”. The meaning behind the saying was that during the summer months...
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“To be sure to hit your target, shoot first then call whatever you hit your target.”

May 11, 2020 |Gerry Doyle
As funny as that may seem, it seems that many investors settle for just that. “Random acts of investing”, and making do with whatever the outcome is. Imagine for a moment though that you could aim for the target. You could factor in the winds, acceleration...
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