national post • September 23, 2004
Don't tell them what I make
Advisors would rather their clients be kept in the dark.

national post • September 18, 2004
The best debt is still no debt
Borrowing pays off in only a few narrow circumstances.

The Canadian Press • September 16, 2004
Prescribed loan rate heading higher Oct. 1
A little-known income splitting technique.

North Shore News • September 12, 2004
Family loans beneficial
An important planning opportunity exists.

bankrate.com • September 9, 2004
Understanding mutual fund management fees
It could be costly for retirement plans.

national post • September 9, 2004
Move CSBs into 21st century
Canada Savings Bonds sales hurt by lack of innovation.

montreal gazette • September 4, 2004
Dipping into equity for ready cash a bad idea
Owners should be paying down mortgages, not increasing them.

The Canadian Press • August 26, 2004
RESPs at head of class
Families told to start saving early for school.

national post • August 21, 2004
Lending money to your honey
More on a golden income splitting opportunity.

the vancouver sun • August 20, 2004
West Coast wealthy look beyond materialism
A survey of the rich.

national post • August 17, 2004
The passive investor's mantra
Index fund owners chant 'I don't know and I don't care.'

National Magazine • August/September 2004
You can’t take it with you
Aging generation getting ready to transfer billions.

national post • August 12, 2004
Advisors like active funds - or cash
Disagree on whether we're in a stall, a bear or a ricochet.

national post • August 10, 2004
Gross squeezes hedge 'lemons'
His 'create your own hedge fund' idea infuriates managers.

edmonton journal • August 4, 2004
Beware the never-ending world of market investment theories
From Death Crosses to U.S. elections, remember, it's just a theory.

national post • July 31, 2004
Here you go honey, take the money
A terrific income splitting opportunity.

national post • July 29, 2004
No such thing as free fund advice
You may be paying tens of thousands in hidden fees.

reuters • July 26, 2004
Toronto stocks fall on mounting profit concerns
Market comment.

bankrate.com • July 9, 2004
Understanding income trusts
They behave like equity investments.

North Shore News • July 4, 2004
Getting control of a portfolio
Are market gyrations making you uneasy?

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