In the News

What the wealthy want from their Advisors – Investment Executive, December 3, 2015

We sit on your side of the table – My Business Magazine, March 8, 2017

Problems with trailer fees highlighted by new study – Globe & Mail, October 22, 2015

Want better portfolio performance?  Cut your fees – National Post, September 28. 2015

Memo from Howard Marks – Oaktree Investment Management, June 17, 2015

Projected Investment Returns: Why These Guidelines are Golden – Globe & Mail, May 22, 2015

What Do Gundlach and Goldman Really Think of Advisors? – Think Advisor, April 28, 2015

Unfinished Business:  It’s Time to End Embedded Commissions – Globe & Mail, August 29, 2014

Robo-advice Service Targets Young Investorts: Roseman – Toronto Star, May 8, 2014

The Financial Conversation, Psychology Today, May 1, 2014

Five Reasons Investments Should Be Treated Like Houses – Financial Post, April 26, 2014

Active Mutual Fund Managers Take Another BeatingFinancial Post, October 11, 2013

Canadians confused over what they pay for investment advice Financial Post, September 4, 2013

15 Tycoons Who Won’t Leave their Fortunes to their KidsBusiness Insider, August 20, 2013

Excessive Fees and Investment Mismanagement Will Destroy Retirement Dreams – Fortrus Financial. August 7, 2013

10 Ways to Stay Broke Forever Globe and Mail, June 5, 2013

Calling out the ETF Fence SittersFinancial Post, May 24, 2013

Four Reasons the Mutual Fund Industry Should Worry, Toronto Star, May 11, 2013

Mutual Funds:  Would we buy them if we knew the costs?National Post, April 25, 2013

The Two Percent Solution?FAIR Canada, April 18, 2013

FAIR Canada Urges Reform of Mutual Fund Fee Structure FAIR Canada, April 15, 2013

DeCloet: Stop Paying Outrageous Mutual Fund Fees National Post, March 28, 2013

The 23 Best Things Warren Buffet Ever Said About InvestingBusiness Insider, March 2, 2013

Multi-Family Offices Offer New Way to Help Manage WealthNational Post, February 11, 2013

Family Inc.Wall Street Journal, February 10, 2013 

10 Tips For Educating The Next Generation  – Family Office Exchange

The Price of Bad Bookkeeping – The New York Times,  January 30 2013

66 Time Management Tips to Help You Survive Busy SeasonaccountingWeb.com, January 25 2013

Why you should make estate planning a priority in 2013 The Financial Post, January 2 2013

When private school for your kids is tax deductible The Financial Post, September 8, 2012