Rob and Mike discuss how they are personally coping with the Coronavirus pandemic. As well, how our office is managing and suggestions for clients during this market uncertainty. T...

How will Coronavirus affect our clients? How are we dealing with it in the work place? As well as our suggestions and recommendations on how to manage the market downturn.

Hard advice is the exact opposite type of advice that feels comfortable to give. Telling our clients they are over spending, stuck in sentimental stock purchases, holding too much ...

Episode 46 : ThinkSmartThe stock market is down 15%. We're seeing the effects of Coronavirus and supply chain disruption. What do the markets look like during this time? Will we fi...

The Cobbler's Children Have No ShoesEpisode 45 : ThinkSmartWe also need to follow this idea of taking advice. What are we learning to do to keep up with our current lives?There is ...

What are we doing right? We were early adopters of diversification and balanced portfolios long before they were widely available. We determined that higher risk tolerance over tim...

Simplifying your "whole life" becomes less of a want and more of a need as we age. Rob and Mike discuss the pros and cons of illiquid assets, real estate, capital losses, power of ...

We've definitely made some bad judgement calls over the years. From holding bad positions too long to appeasing  a client and going against our own advice. We've learned a lot alon...

Some of the big investment mistakes we have made over the years. Including; Labour Sponsored Funds; bottom of the barrel companies looking for venture capital. Oil and Gas investme...