Riding the Bull Market

Nov 01, 2018 |Robert McLennan
Riding the bull market To be considered a qualified ride, a bull rider must stay mounted for a minimum of eight seconds – the moment when a bull starts to tire and its bucking weakens. There’s no such qualification for a bull market but, by coincidence...
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Women and the Family Legacy

Oct 19, 2018 |Robert McLennan
Women and the Family Legacy   Women face numerous unique financial challenges throughout their lives, but one of the most important is that, on average, those married to men live longer than their male spouses. Today, about 80% of women will outlive their...
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Your Fall Financial clean-up

Sep 15, 2018 |Robert McLennan
Your Fall Financial clean-up Simplify your finances ahead of a busy year-end For many people, the fall season offers a bit of breathing room before the holiday season rush. It can therefore be a good time to get an early start on your end-of-year to-do...
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Emotional Investing: getting past our biases

Apr 19, 2018 |Robert McLennan
Emotional investing: getting past our biases   When it comes to making complex decisions, many people follow a series of simple rules of thumb that are very often based on deeply ingrained biases. While these biases might be useful in helping individuals...
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Seven Questions You Should Ask Any Potential Financial Advisor

Feb 16, 2018 |Robert McLennan
Seven Questions You Should Ask Any Potential Financial Advisor Choosing a financial advisor is one of the most important financial decisions you will ever make. Before entering into any partnership, ask the following questions, and make sure you are comfortable...
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Making The Most of your RRSP

Feb 11, 2018 |Robert McLennan
When it comes to saving for your retirement, you just can’t beat the tax advantages offered by your Registered Retirement Savings Plan (RRSP). Here are some tips on making the most of your RRSP.   1. Maximize your RRSP contributions every year Not only...
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Managing wealth and your children

Jan 14, 2018 |Robert McLennan
The Millennial generation is often perceived as disengaged or irresponsible when it comes to managing wealth – but this may be a misconception. Research shows that Millennials are not only active in pursuing knowledge to help them manage their money,...
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CRM II - what does it mean for you

Nov 10, 2017 |Robert McLennan
CRM II -what does it mean for you Providing investors with greater transparency about the cost and performance of their accounts is the driving force behind new industry-wide regulations, known as the Client Relationship Model II (CRM2). Top of mind for...
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Vacation Home Planning

Oct 19, 2017 |Robert McLennan
Vacation home planning   Whether you already own a vacation home or you’re just thinking about it, there are some key issues and planning ideas you need to consider.   Before committing a large amount of money to purchasing a second property, consider...
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