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Breakfast with one of Canada's finest value investors

Geoff Cook - CFP, CHAIP

05 October, 2012

 A few weeks ago we had the privledge of chatting over breakfast with one of Canada's investment legends Dave Taylor. Dave is from the school of Value Investing with a history of consistent outpe...

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Dont Forget These Two Simple Steps When Estate Planning
Published on - May 11th, 2015

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

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How to Save the Family Cottage
Published on - November 20th, 2014

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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