Trump & Trade

May 13, 2019 |Lee Schaffer
Trump's comments and trade uncertainty are obviously what has surprised the markets. While it is never easy to watch equities go down in the short-term, particularly when it's not fundamental (earnings/economy etc) based. There is an interesting piece...
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WHY & WHAT

May 13, 2019 |Lee Schaffer
Comprehensive Wealth Management is what we do! Lee has been involved in wealth management since the age of 15, after he and his 12-year-old brother inherited their father's estate. At a young age, Lee was left with the primary responsibility of managing...
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The New Energy Economy

Apr 29, 2019 |Lee Schaffer
Is The New Energy Economy Really A Possibility? https://media4.manhattan-institute.org/sites/default/files/R-0319-MM.pdf “In the world of people, cars, planes, and factories, increases in consumption, speed, or carrying capacity cause hardware to expand...
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"Be An Owner Not A Loaner"

Apr 26, 2019 |Lee Schaffer
My mother in her infinite wisdom always detested debt, personal debt, and lending money to others - likely afraid she would never be repaid. While the new generation of Canadians, and many of the baby boomers, whom I'm 5 years removed from as a 67' baby...
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What do you as a client most value?

Apr 24, 2019 |Lee Schaffer
1) “Keeping me motivated and on track with my financial goals” ? 2) “Understanding my personal life and family dynamics” ? 3) Helping clarify broader life values and goals and including teenage or older children in financial planning discussions ? 4)...
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"Sell In May And Go Away"

Apr 24, 2019 |Lee Schaffer
Years ago I recall hearing the cliche "Buy when it snows, sell when it goes". This implies we should buy equities in say November, and before Christmas/Hanukah, and then sell, generally, in the spring. Although, the Toronto weather is cold in the spring...
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