It's never too early to start investing

Published by Alan Friedman on Jan 12, 2018

Check out our latest video where I talk about why it's never too early to start investing. ... Continue reading

Words of Wisdom from Algonquin Capital

Published by Alan Friedman on Jan 10, 2018

Take a moment and read these words of wisdom from Algonquin Capital -- "The Choice is Yours," an essay about making important decisions and "Much Ado About Nothing," an essay talking about why sometimes... Continue reading

2017 year-end tax planning tips

Published by Alan Friedman on Dec 08, 2017

A must read: CIBC Tax and Estate Planning expert Jamie Golombek shares his 2017 year-end tax-planning tips here. ... Continue reading

A great Canadian company and its equally great CEO

Published by Alan Friedman on Oct 23, 2017

There’s a terrific article in Forbes about a great Canadian company and its equally great CEO. The company is Brookfield Asset Management and the CEO, who has been compared to Warren Buffett, is Bruce... Continue reading

Additions to the Interesting Reading Section

Published by Alan Friedman on Oct 19, 2017

We’ve added two new books to our Interesting Reading tab -- Partners in Preservation: How to Know your Advisor is Truly Protecting your Wealth by Mo Lidsky and Willing Wisdom by Dr. Tom Deans, PhD. Both... Continue reading

New at the Yorkville Branch

Published by Alan Friedman on Jul 06, 2017

The wealthier you are, the more unique and complex your financial needs tend to be —  and the more it takes to maintain and preserve those assets. Because of our integrated approach, in addition to benefiting... Continue reading

Power of Knowledge

Published by Alan Friedman on Jul 05, 2017

Because we believe so strongly in the power of knowledge we are always on the look out for informative and inspiring books, seminars, videos etc. that we can benefit from ourselves and share with you.... Continue reading