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Unconventional Wisdom

Jan 23, 2025

Why do so many Canadians struggle to achieve financial freedom, even with a solid financial plan? 

Why do they retire with less than they hoped for, despite diligently saving and investing? 

The answer often boils down to two things: suboptimal investments and a misguided focus on risk.

In my latest podcast episode,...


Jan 16, 2025

With its quirky name, the Smith Manoeuvre might sound unconventional, but it’s a strategy that truly works—when done by the right people, in the right way, over the long term.

From crafting over 1,000 professional Financial Plans, I’ve seen firsthand how the Smith Manoeuvre can transform your finances, helping...


Jan 2, 2025

For years, conventional wisdom has preached the benefits of diversifying between stocks & bonds and gradually shifting to safer investments as we age. 

But what if these widely accepted strategies are fundamentally flawed? 

A newly published, high-quality study is flipping the script on traditional investment advice,...


Dec 19, 2024

I talk with people all the time who have an ETF or mutual fund that pays a fixed monthly amount. In most cases, they misunderstand it.

Most think they are receiving regular income—but chances are, it’s usually a brain fart.

Many investors misunderstand how these monthly pay investments work. 

From covered call ETFs...


Dec 5, 2024

Ever wondered how you can get the money out of your RRSP with a minimum of tax?

RRSP/RRIF Meltdown Strategies can allow you to withdraw from your RRSP or RRIF and have very little income show on your tax return.

However, there are some tricky complications, and these strategies are not for everyone.

In my latest podcast...