Resources
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Book Review: Same as Ever, by Morgan Housel
Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success?
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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience.
Understanding Your CPP, QPP and OAS Pension Benefits
Depending on your unique circumstances throughout your life, understanding your CPP, QPP and OAS pension options can be challenging yet it’s critical for financial success.
Stock Market Performance: You Chase – You Lose!
What it means to chase stock market performance and why is it dangerous for your investment portfolio? Join us as we discuss strategies to avoid this trap!
Personal Financial Planning in Retirement
As you approach and enter retirement, your focus typically shifts from saving, investing, and staying on track to spending, preserving, and ensuring you have enough to last.
War, Conflict & Long-term Investing
When we’re facing major geopolitical events, war, health crises, or a recession, many investors’ immediate reaction is that we’ve never seen something like this before. Unfortunately, that often leads investors to make short-term, reactive decisions that ultimately harm their long-term investment plan.
Planning for Your Prime Earning Power Years
Here we zoom in on your best power plays for the age 35–65 sweet spot, when you’re not yet fully financially independent, but you’d love to do all you can to get there sooner than later.
The Wheel of Wellness: 7 Habits of Healthy, Happy People with Heather Martin
In this episode, Heather and Keith talk about her motivation for writing The Wheel of Wellness, the changing public perception of wellness, the role of genetics versus lifestyle in longevity, how to start the journey of finding your purpose, and so much more!
Personal Financial Planning for Ages 25–35
Investing early makes the most of your youthful super powers: time and compound growth on your investments.
Taking Control of Your Personal Financial Action Plan
Having a retirement plan and investment plan is key to preparing for long-term financial security. Additional components factor in as well, including debt management, risk management, tax planning, and estate planning.
The Paradox of Behavioural Biases and Investment Instincts
How do you protect against an invisible enemy like behavioural bias? Four lines of defense can help: education, process, time, and objective advice.