In this article, I am going to focus on a less glamorous subject – the fixed income component of your client portfolios.  Most of you probably don’t know that I was Fixed Income Strategist in one of my roles at Midland Walwyn Capital during the 1990s, before I changed my path into branch and national [...]

When I started as an advisor in 1981, a friend who was a veteran advisor and Branch Manager for my new firm told me that they only way to achieve success as a financial advisor was to be an equities specialist.  The early ‘80s was a Wild West show.  In Canada, advisors traded mostly oil [...]

Do you know how sometimes there are things that drive you absolutely crazy and you just have to make your opinion heard? Here’s one that is at the top of my list – “Firing” clients. If you have followed my blog or have heard me speak at a conference, you know that I believe in [...]