How Mutual Fund Fee's Work

Geoff Cook - CFP, CHAIP

Mutual Funds have become a real point of contention in the media in the last few years. I recently watched a “CBC Market Place” report where a woman went to several financial institutions and aske...

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Investment and Market Commentary

Geoff Cook - CFP, CHAIP

The amount of information available in the financial services world is outstanding and overwhelming. It can be frusterating as there are so many contrarian views, and articles written by non-professio...

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Newsletter - October 2012

Geoff Cook - CFP, CHAIP

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,...

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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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