Canada’s distinguished money blog
celebrating my blog’s first birthday—thank you to all my readers!
Greetings from Canada’s West Coast and welcome to my money blog; I extend my personal invitation to explore and peruse my commentaries.
My passion is writing about six major money topics. The first three are retirement planning, managing risk and investing for the long run. The second three include tax management, estate planning and tending to the family business. These six are intertwined and have the greatest impact on wealth management pursuits. A money journey that can easily last for decades.
I am a strategy manager, not a stock picker. My speciality is designing and managing retirement portfolios for the long run. My investment management services are discretionary, the highest designation attainable. I am independent, fee-only, not affiliated with products or institutions. My advice is objective, unbiased and without conflicts of interest. It is a very candid approach.