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 specialty is designing and managing retirement portfolios for the long run. As an advising representative of Lycos Asset Management, 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.

Recent Blog Articles

Recommended Article

Read my current recommended article:
Will the nest egg outlast your retirement lifestyle? Go to article ››

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 ››