Tag Archives: family

Fixed-Income

Imagine a title:  "FIXED-INCOME:  Mr. HYDE becomes Dr. JEKYLL".   Or another sub-title could simply be, “Don’t lose our money!”  ...because that is exactly what can be at risk now with fixed-income investing.  Don't use the last thirty years as your guide because the rear view mirror is a dangerous guide to the...
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Flurry of Interest in …Financial Security

I'm amazed at the juicy ideas that grab peoples' eyes these days.  In the weekend Globe and Mail (here) Rob Carrick mentions the sudden flurry of interest in "annuities".   I'm not sure I'd call this a "flurry" but Rob is right ...there should be a flurry of interest!  While my...
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What if the Future were Taken Away?

It’s an open question.  Thinking of this together may be more valuable than anything we could write about it.  Realizing how the future could slip away, or Lifestyle and Comforts can disappear, we can also today find how to protect our future and the life we want.

Jot on a piece of paper...

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Young Professionals want Financial Planning

Young professionals get to the heart of things quickly.  So I welcome you to dive in exactly where this interests you.  Also share freely with ten others who will be grateful for your help.   What do you want? ....to start let's build wealth, avoid high risks, slash debts, achieve lasting goals,...
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Awards

Queen Elizabeth II medal (1992) for service to community

Awarded on Parliament Hill 1992 for service to represent combined interests of business, faith groups, education, and non-profit sector in the battle against child poverty.

Million Dollar Round Table Member

Million Dollar Round Table represents a top level of insurance- and financial-advisors among near 90 nations world-wide, fostering highest levels of professional commitment and morality, lifelong study, mentorship and collegiality.

Community Involvement


Brian is enthusiastically active among charities, community foundations, and faith groups to enrich human development and potential for children in need, families in transition, and seniors in solitude.