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Advice and insights to help you protect your dreams

From Our Blog

We write frequently on issues related to wealth protection, preservation and estate planning. For a quick  weekly read, subscribe to “WealthSmarts” by clicking the following button.

The Rainmaker’s Dilemma

Did you know almost half of all business owners will hit the same stumbling block? They become the primary revenue driver for their company –

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Stay in Your Seat

Whether at a sports game or investing, many people get distracted, zone out, or sometimes actually fall asleep, often missing a crucial game-changing event. As

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Diversify Properly

Diversification is critical to any wealth-building strategy. In this episode, Richard and Matt discuss why diversification is important, how we should think about it, and

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Pay Yourself First

Often people save for their future based on what’s left at the end of the month. This amount usually ends up being an afterthought compared

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Start A Financial Plan

Many Canadians do not achieve the financial goals that matter to them. Worse than that, they never know if they are on track. In this

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After the Storm

With everything beginning to open up, it is important to reflect and learn as much as we can from this difficult time. In this episode,

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Goals That Matter

Goals that matter. Many people work for goals that don’t actually matter to them. In many cases, society tells us what is important and we

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The Retirement Puzzle

When planning for retirement there are so many puzzle pieces that makes it difficult to know how much income you will be getting. In this

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The Retirement Conundrum

Too many people are running out of money in retirement and needing to compromise their lifestyle. No one envisions this. In this episode, Matt and

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The Launch Episode

In this episode, Matt and Richard discuss why they created this podcast and how it is an answer to the noise and confusion that is

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Insights

Who do you trust?

As published in The Richmond News. We are born to trust. Without trust, we would never have learned to walk, talk, take care of ourselves

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Insights

Be a Truth Teller

On April 30, 2009, near the bottom of the massive global credit crisis, Chrysler LLC filed for Chapter 11 bankruptcy protection to renegotiate its debt

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Insights

The Power of Volunteering

A good friend of mine once told me that most people are not born volunteers. However, we are hard wired to help others when asked.

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