Boring Works

November 17, 2018 |Jeffrey Ker

Since my last update in June markets have been turbulent – to say the least ... My own thoughts are going to sound like a broken record and are the reason for my title of this post – “Boring Works” ...

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Advice, Service and Value for Your Dollar

June 21, 2018 |Jeffrey Ker

what I have been talking to folks about the most ... what to look for and expect from your Investment Advisor. I have found most people are looking for a combination of high-quality advice, premium service and value for their dollar.

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Volatility Returns!

February 23, 2018 |Jeffrey Ker

It is times like this that test our resolve and can shake our confidence ... I try to always remind folks that when Markets are doing well it is not a matter of if, but when they will drop ... there are some things you can do to minimize the damage.

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January Update

January 12, 2018 |Jeffrey Ker

In year’s past, I would look at investment decisions purely from a risk/reward basis or in the context of ... the portfolio in front of me. While that worked ... adding an overall Wealth Management approach things to the next level.

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November 24, 2018

November 24, 2017 |Jeff Ker

With the help of the RBC DS Portfolio Advisory Group, I construct portfolios designed to be properly diversified, with a focus on owning high quality investments at reasonable prices that have the potential to add value over time. We are able to b

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