There is an investment firm in Calgary called Mawer Investments and they are VERY good at what they do. The company’s slogan is ‘Be Boring. Make Money’ and that resonates with me at my core! Having been through a fair share of market dips in my 11ish year career, I LOVE boring (and you should too!). If you want to invest with ...

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As a financial advisor, I am compensated by charging my clients a percentage of their assets under management – the value of all of their accounts that I help manage. In most cases, you can save about 1% by not using me. There are dozens of investment options out there that are very VERY cheap! Email me at dave@lanternwealth.ca and I would ...

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Life insurance is always more expensive tomorrow than it is today! You can buy your newborn an awesome policy that will change their financial stars forever for less than maxing out their RESP costs. There is no physical; applying is easy, and it is a GREAT way to divert grandparents’ spending (instead of new toys, clothes or candy at every visit). Whole ...

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According to television ads, your financial advisor is a crook who’s dead set of robbing you blind and leaving your family poor in retirement. πŸ₯΄ I have to hand it to the folks at @questrade, they have done a very good job of promoting their platform based on their fees being cheaper. I know they’re doing a good job because I have an ...

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Working with a (𝐠𝐨𝐨𝐝, 𝐑𝐨𝐧𝐞𝐬𝐭, 𝐫𝐞𝐚π₯-π₯𝐒𝐟𝐞) advisor won’t make you rich via hot stock tips or out-of-this-world returns. Investment selection is a small piece of what we do, but it is by no means where you get all of your value from. Let me explain: π’π€π•πˆππ†: working with an advisor, you will save more than you would without. It’s a fact. #science ππ‘πŽπ‰π„π‚π“πˆπŽππ’: ...

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