I’ve been helping families manage their wealth and discretionary assets for more than a decade. Each client is different, with their own goals.
My focus is collaborating with clients to navigate complex investment solutions that help achieve their personal and financial goals. As families accumulate wealth, they need a dedicated professional to help them understand complex wealth planning solutions and manage their overall financial picture. At Hudson Financial Advisory Group, I draw on more than 12 years as a portfolio manager to guide c
09/25/2017
As always half the battle is managing emotions.
How ETF investors sabotage themselves - MoneySense DIY investors have all they need to build a solid portfolio, but just because they have access to the right tools doesn't mean they know how to use them
09/08/2017
I've chatted with many business owners who feel betrayed by our government. While I understand the need to raise tax revenue, not at the expense of small business owners. Maybe it's time at looking to control spending before taking?
http://business.financialpost.com/opinion/the-good-bad-and-downright-offensive-in-morneaus-tax-reform-proposals
The good, bad and downright offensive in Morneau’s tax-reform proposals Allan Lanthier: Some of the government’s proposals make sense, and are long overdue. Others go too far and need to be reconsidered
08/25/2017
Start planning well before retirement so more money stays in your hands!
http://business.financialpost.com/personal-finance/managing-wealth/confronting-the-wonderful-problem-of-the-too-large-rrsp?utm_content=buffer04857&utm_medium=social&utm_source=linkedin.com&utm_campaign=buffer
Confronting the ‘wonderful’ problem of the too-large RRSP Baby Boomers could be facing a big tax hit when it comes time to draw down their RRSPs. But there are ways to minimize the damage.
08/24/2017
Energy stocks have been stuck in a bear market - will that equal opportunity in the fall?
https://www.cnbc.com/2017/08/23/energy-stocks-are-in-a-bear-market--but-for-one-investor-that-spells-opportunity.html
Energy stocks are in a bear market – but for one investor, that spells opportunity One fund manager just made a bold, bullish call on energy stocks.
08/23/2017
Excited for the new Scotiabank in Brookfield Place Calgary. Great new building and great to have all of Scotia Wealth in Calgary together in one building.
I often tell clients a good Financial Plan should drive your investments, not the other way around!
http://awealthofcommonsense.com/2017/08/a-la-carte-financial-advice/
08/16/2017
A topic I often speak to with clients. As Canadians we tend to own to much in Canada. Ensuring we always remain well diversified is key to managing risk.
https://www.mackenzieinvestments.com/en/investment-teams/mackenzie-global-equity-and-income-team/home-country-bias?WT.mc_id=Social-Post
Investor Insights: Curb Your Home Bias for Better Investment Health Too much focus on Canadian stocks can increase risk. Diversifying with global stocks can lower risk and create opportunities.
08/15/2017
How to spot a Bull or Bear Market
https://www.bloomberg.com/view/articles/2017-08-14/how-to-spot-a-bull-or-bear-market?utm_content=view&utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social&cmpid%3D=socialflow-twitter-view
How to Spot a Bull or Bear Market Defining a market by percentage changes doesn't offer the insight needed to make investment decisions.
08/11/2017
People often say "rates can't stay low forever". While forever is a long time, Japan has been
08/09/2017
Over 70% of companies have beat their earnings estimates this quarter...well done companies!
08/08/2017
Great article for siblings on how brothers and sisters can avoid arguing over financial issues while caring for their aging parents
https://www.forbes.com/sites/nextavenue/2017/07/26/the-no-1-money-argument-among-adult-siblings/
The No. 1 Money Argument Among Adult Siblings What an Ameriprise survey of adult siblings found and how brothers and sisters can avoid arguing over financial issues about their parents.
08/04/2017
Great article on what retirement actually looks like. Always a balance between planning and living.
https://www.theglobeandmail.com/globe-investor/personal-finance/household-finances/six-happy-thoughts-on-retirement-from-an-actual-retiree/article35867722/?utm_content=buffere641d&utm_medium=social&utm_source=linkedin.com&utm_campaign=buffer
Six happy thoughts on retirement from an actual retiree Plus how to boost a weak credit score