Morgan & James: With our first child on the way, we are curious about the advice you have for new parents when it comes to personal finance.  

John: I’ve been operating in the financial services industry for almost three decades now. Most people would assume that my advice would be to exert more energy on personal finance in child rearing years. Especially since this is a time where people are at the lower end of their career earning potential and … Read the whole post...

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...