David Chilton, The Wealthy Barber

Planning to protect your estate and your loved ones, now and for the future

Dec 04, 2019 |RBC Wealth Management

This four-part video education series highlights information that can help you protect your estate today and for the future.

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Why Diversification Is Important to Your Portfolio

Jan 09, 2019 |Joshua Opheim

Despite the wishes all your positions will soar, there will be periods when some of your holdings will lose money. When that occurs, you need other investments to offset the decline.

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Have high expectations on your financial advisor

Jan 03, 2019 |Joshua Opheim

Here are 5 essential things the Opheim Wealth Management Group provides for their clients

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It'll be OK...

Dec 21, 2018 |Joshua Opheim

After several rocky weeks, the media, with its usual penchant for drama, is saying we're on track for “The Worst December Since the Great Depression.” While that certainly sounds scary, you will be OK!

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Strategy 3 – Financial education for children

Dec 20, 2018 |Joshua Opheim

Raise financially responsible children

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Government of Canada Bonds

Use Quality Discounted Bonds Over GIC's

Dec 18, 2018 |Joshua Opheim

While GIC's provide more income than a discounted government of Canada bond, the bond provides you with more return from an after-tax perspective in non-registered and corporate accounts.

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Is your Will up to date? The challenges of settling an estate after a sudden loss

Dec 14, 2018 |Joshua Opheim

When Greg Howson suffered a heart attack at the age of 57, he left his grieving family unprepared for the work that lay ahead.

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