Canada’s distinguished money blog

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.

Learn more about Adrian

Recent Blog Articles

My Wealth Management Topics

Investing For The Long Run ››

Managing Investment Risk ››

Retirement Planning Strategies ››

Income Tax Management ››

Lifestyle & Estate Planning ››

Tending to Family Business ››

Media Coverage

Published Monday, May 29 2017 in The Globe and Mail

A simple guide to estate planning

Published Friday, May 26 2017 in Financial Post

Confronting the issue of big RRSPs, taxes

Published Thursday, May 25 2017 in Findependence Hub

Can an RRSP get too large?

Published Thursday, May 4 2017 in Money Sense

Retirees need to start thinking ahead

Published Friday, April 21 2017 in The Globe and Mail

How to prepare for retirement during every decade of your life