Articles
FINANCIAL FACELIFT: Have Margaret and Simon saved enough to meet their retirement spending goal?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read More22 financial thoughts on what’s to come in ’22
Predicting the future has always been a challenge, and it has become almost impossible with Omicron. That said, I’m optimistic things will considerably improve on the COVID-19 front in 2022, at least from the second quarter onward. This belief is based on a mix of hope and science that there will be a high enough…
Read MoreWhat is our Investment Thinking Today?
Are Stocks Expensive? If you are talking the Nasdaq U.S. market, the answer is yes. If you are talking the S&P500 U.S. market, the answer is probably yes. If you are talking other markets, then the answer may be no. One measure of valuation is the Forward Price/Earnings multiple, or P/E multiple. The higher the…
Read MoreFINANCIAL FACELIFT: Can Owen and Emily afford to retire next year and spend winters overseas?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: Can Sébastien and Sofia afford a new cottage on top of their other financial goals?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: Can Ben and Lucy retire in their 40s on just one income?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read More