Two Questions! Double the fun!

James:  How much time do you spend with your clients on non-investment related financial planning?

The perfect client-fit for TCM are those who feel that the non-investment components of life are more important than an investment portfolio. Money is a means to an end and not an end in itself. For us, I couldn’t tell you precisely the percentage of time spent on analyzing investments as opposed to looking at other aspects of personal finance. … Read the whole post...

Ahh…. the New Year . . . the time for fresh thinking and committing to the possible! When we think fresh and expansive, who do we think of? Well none other than the one and only dynamic duo: Jeannie and James Sturdy.

Both are passionate builders – of life, family and business. And yet they go about doing all of those things very differently. James is a visionary where thinking outside the box is as natural as breathing. Jeannie is … Read the whole post...

Crystal: What reading material would you suggest for someone who knows absolutely nothing about investing in stocks, but wants to start with a solid foundation of understanding?

We love your question Crystal! Below we have suggested a book, website, and video to get you started.

1. Book: Carl Richards uses drawings to explain different money topics. His focus is on the emotional side of making decisions about money.

2. Website: The Financial Planning Standards Council of Canada has recently released … Read the whole post...

Aligning passion and work is something many people aspire to do. Crystal, this month’s client hero, actually does it! She is living her dream as a professional photographer! Crystal grew up in Regina, and now resides in Broadview, Saskatchewan, where she has taken a liking to the small community.

Financially, Crystal admits that she doesn’t mind the smaller mortgage payments in a small town, and let’s be real, who wouldn’t? As a mother, Crystal is driven to provide her daughter … Read the whole post...

Thank you Britt & Rod for participating in our client hero feature and for your questions with regards to investing.

Britt & Rod: What type of investment should someone who is new to investing invest in?

Most of our clients begin by utilizing mutual fund investments. The reason why these products are suitable for beginners is because it provides access to professional fund managers and provides instant diversification. The mutual fund structure will spread each dollar you invest across several … Read the whole post...