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Some Timely Advice For TFSA Investing

February 9, 2017

I really look forward to NEMA's quarterly publication, The Private Investor.  They have some really informative articles about the Exempt Market specifically but also about investing overall.  Their newest issue is out and an artcle that immediately caught my eye, considering the season, was "Building Wealth with Advanced TFSA Strat…

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Alberta Optimism in 2017

January 16, 2017

Here in Alberta, I think there's been a collective sentiment over the last couple of months...let's just get through 2016 and put it behind us.  And we have!  The end of the year brought news of pipeline approvals and also an agreement from OPEC to cut oil production for the first time in 8 years.  All of this has increased the price of oil to above $50/barrel and infused some positive energy into a pretty depressed province.  And while we don't yet know what 2017 has in store for us, the…

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Where High Net Worth Investors Are Putting Their Money - The Globe and Mail

April 30, 2016

HNW investors continue to view private equity as an excellent place to build wealth over the long term.  Read the full article here.…

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Ontario Investors Get Wider Access to Private Capital Markets - The Globe and Mail

January 14, 2016

This is great news for "eligible" investors in Ontario.  Read the full article from the Globe and Mail here.…

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Ask WealthUp - Should You Invest In Stocks, Bonds & Mutual Funds?

August 28, 2014

As a Dealing Representative in the Exempt Market, I'm often asked my opinion about conventional investment products.  Most investors assume that I would hold a negative opinion, being that I specialize in the private capital markets, but this is not the case at all.I'm sure you hear this term all the time but when it comes to investing, it is key - diversific…

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