Charity at the Checkout

Is it just me? Is it just me who is annoyed every time I’m forced to say ‘Yes’ or ‘No’ when asked if I […]

By |May 22nd, 2017|Trevor's Blog|

Is Bank Bashing at an All-Time Peak?

When we look at the popular culture of late, you’d think that the big banks were robbing the poor to feed the rich.

Just look […]

By |April 12th, 2017|Trevor's Blog|

Understanding CPP and OAS

Knowing when to retire is a complicated calculation. And it’s never just about the numbers. You need to be ready to use […]

By |February 17th, 2017|Trevor's Blog|

Making (and Keeping) New Year’s Resolutions

If you have a love/hate relationship with New Year’s Resolutions, you’re not alone.

We’re supposed to make them every year. They’ll make us better people, […]

By |January 1st, 2017|Trevor's Blog|

Discipline might be the thing missing

Just this past week I received a telemarketing call from a bank. They were pleased to offer me an interest rate of under […]

By |December 2nd, 2016|Trevor's Blog|

How to Control your Spending

There comes a point in just about everyone’s life when you decide you want to limit your spending. Maybe it’s your overall spending […]

By |November 4th, 2016|Trevor's Blog|

What to do about the New Fee Disclosures

The first questions that I suspect will come from the lips of Canadians finding out how much their advisor is paid (as required by […]

By |October 14th, 2016|Trevor's Blog|

Disclosure of Fees is Coming

You may not know it but 2016 marks a year of disruption for the financial services industry.

Regulatory change, specifically the initiative entitled ‘CRM2’, […]

By |September 21st, 2016|Trevor's Blog|

Managing Money is Like the Game of Golf

The game of golf is often compared to how we live our lives – there are a lot of parallels and the analogies are […]

By |September 5th, 2016|Trevor's Blog|

The Emergency Fund

Here’s a blast from the past that I love more than ever – the emergency fund.

It is meant for the inevitable financial surprises that […]

By |August 16th, 2016|Trevor's Blog|