Author Archives: Boomer

The Three C’s Of Canadian Investors

What are the biggest mistakes people regularly make when trying to reach their financial goals?  Canadian investors are often guilty of being too cautious, too conservative and too cheap. Related: Avoid These 4 Investing Mistakes Cautious While no one would advocate taking imprudent risks, being too cautious with long-term investments and sacrificing long-term return forContinue Reading

6 Steps To Creating A Sound Financial Plan

Q.  I don’t have a large income or a lot of investments.  How can a financial planner help me? You don’t have to be wealthy to make a financial plan.  A financial planner can help you in the following ways: 1.  Clarify your current situation A planner will provide you with a personal and financialContinue Reading