What's going to happen in 2014

Geoff Cook - CFP, CHAIP

 Below is a complilation of the outlook for 2014. Highlights include, The Economy, Jobs Growth, Market Forcasts and much more.Blackrock Investment Institute - 2014 Outlook    ...

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A meeting with Norm Lamarche

Geoff Cook - CFP, CHAIP

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 treme...

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The Three M's of Mutual Funds

Geoff Cook - CFP, CHAIP

Mutual funds get alot of flack, and dont get me wrong they should there is a lot of terrible funds out there...But dont kid yourself, there is also great money managers out there who can do a far bett...

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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. 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

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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