A meeting with Norm Lamarche

Geoff Cook - CFP, CHAIP

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Last week I had the opportunity to sit and listen to a presentation at our head office by Norm Lamarche.Norm Lamarche is a veteran investor who has made a name for himself over years by bringing tremendous investment performance. His investment philo...

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Newsletter - October 2012

Geoff Cook - CFP, CHAIP

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Here is a fall newsletter produced by our team, and investment dealership Banwell Financial Inc.“Quietly, ever so quietly corporate earnings in America are going to an all-time high.” Fred Sturm, Chief Global Investment Strategist Mackenzie Inves...

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The Paid to Wait Strategy

Geoff Cook - CFP, CHAIP

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Our Paid to Wait Strategy consists of owning a broadly diversified portfolio of select sovereign bonds, corporate bonds (investment grade and high yield), real estate investment trusts (REITs), dividend paying equities, and infrastructure assets. Thi...

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Gold, Platinum and Silver

Geoff Cook - CFP, CHAIP

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Throughout history, gold has represented wealth and power.  The value of gold has withstood the test of time and today remains (increasingly) an essential part of the foreign exchange reserves of almost every nation. It is interesting to note th...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.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—s...

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