Happy September!   Sadly, summer finished with a bit of a whimper for me.  Smoke forced us out of Kelowna earlier than we had planned, and by mid-August, my work schedule was packed, and soccer was back in full swing.  It’s lovely to see clients face to face again; nice to be back on the pitch coaching […]

Happy Summer! I am writing this from the slightly hazy view from my deck in Kelowna. I can barely make out the other side of Okanagan Lake through the smoke from all the forest fires that are burning through the Okanagan area. Not the best of omens for our holidays but even that is not […]

This video is provided for educational purposes only. It should not be considered personal investment advice or solicitation to buy or sell any securities. It may include information concerning financial markets as at particular point in time and is subject to change without notice. Every effort has been made to compile it from reliable sources, however, […]

Opening up a young investor’s first account is one of my favourite things to do and I have had the privilege of being able to open up quite a few accounts for clients’ kids over the last year.  Thought you might find it beneficial to understand my thought process and philosophy in helping guide “new […]

This video is provided for educational purposes only and is based on the views and opinions of the advisor only. It should not be considered personal investment advice or solicitation to buy or sell any securities. Investments in cryptocurrency should be considered a very risky investments that are speculative in nature and appropriate only for […]