Cross Border Financial Planning

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As this is my first blog entry, I figured it would make sense…

Helping indigenous communities manage wealth

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via Advisor.ca | March 2013 There’s new wealth being created…

Meet Matthew Chan and Anna Wong, the power couple that (seem to) have it all

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via The Globe and Mail | March 2013 Ottawa couple Matthew…

Where there’s a Will…

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One of the first questions I ask any new client I meet is, do…

Tough choices ahead for freelancer

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via Investment Executive | March 2013 Ann, a freelance journalist…

RRSPs: Five things you should know about them

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via The Star | Febraury 2013 “Nobody cares about your money…

Long-term investments for the fitful sleeper

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via Globe Advisor | February 2013 You've been here before.…

Wealthy couple want to enjoy the fruits of their labour

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via Globe and Mail | February 2013 On the cusp of retiring,…

Put your taxes on ice

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via Business Link | February 2013 By Matthew J. Ardrey, B.A,…

Topsy-turvy 15 years for fund investors

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via Financial Post | February 2013 It’s been a topsy-turvy…