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Family Investing as a Hero’s Journey: What Would Rocky Do?

By: Terry Vaughan Let me tell you something you already know. The world ain’t all sunshine and rainbows. It is a very mean and nasty place and it will beat you to your knees and keep you there permanently if you let it. You, me, or nobody is gonna hit as hard as life....

Monkey Predictions

A lesson on predictions. Below is an excerpt from Mo Lidsky’s latest book, Partners in Preservation. With the advent of countless technologies that have put infinitely more information at our fingertips, we have become no better at economic predictions. There...

Conflicts of Interest

Product vs. Process By: Mo Lidsky Conflicts of interest is an important topic we educate our clients on. It is far too often, especially in Canada, that clients are offered investment products rather than an investment process. For example, many investments which are...

CRM 2: Suitable, But Not Sufficient

Below is an excerpt from Mo Lidsky, which was recently referenced in the Globe & Mail, on both the positive impacts and shortcomings of the new CRM 2 legislation for investors. Fee transparency for financial professionals is long overdue in Canada. In fact, we are...

Deferred Maintenance

By: Mo Lidsky All the years we lived in this house I knew about it. Yet, I ignored it. First, it was a small moldy patch in the washroom ceiling. Then an occasional drip in my home office. I knew that my kids’ bathroom had a barely visible pathway to the floors below,...
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