Keeping you informed

Resource Articles

“Who’s Taking Care of Me and My Stuff?”

“Who’s Taking Care of Me and My Stuff?”

Do you ever think about what would happen to your investments or who would pay your bills if an accident or illness prevented you from doing so? More importantly, who would take care of you should you become mentally incapacitated? These are difficult subjects that many of us would rather not discuss about situations we would all prefer to avoid. Yet wishful thinking is no substitute for proper planning

Read more

Why I made a career change to work in wealth management

Why I made a career change to work in wealth management

Having recently turned 30, I paused to reflect on my personal and professional accomplishments. Completing two professional qualifications, working in three different countries, and travelling the world, I set my dreams as my goals and made them reality. By making the right choices and working hard, I progressed quickly in my career to hold strategic roles at a relatively young age. Yet I began to realize that my career path was falling short of where I wanted it to lead. Given my strong interest in finance and investing, my dream was to help others create a better investment experience and I therefore decided to become a private client portfolio manager.

Read more

Playing to Win: A Personal Take on Financial Planning

Playing to Win: A Personal Take on Financial Planning

There’s a favourite saying among sports coaches that failing to prepare is preparing to fail. If an athlete does not ready his body and mind to the appropriate levels before a competition, he or she has already lost before the game even starts. Achieving this superior mind-body interaction can be the difference between winning and losing. TMA's Kirk Qayoom shows us how we can take the lessons learned on the fields, rinks, and courts and apply them to our personal finances?

Read more

Let’s Get Started