“Everyone has the brain power to make money in stocks. Not everyone has the stomach.”
~ Peter Lynch
Smart Money Blog
The Broken Typewriter
June 23, 2025 | Smart Money Blog, The Broken Typewriter
These are articles I’ve written and published in The Broken Typewriter. Each piece reflects real world experiences, practical insights, and the kind of financial common sense I try to bring to every conversation. If you’d like to read them, you can view the full collection here: https://brokentypewriter.ca/tag/smart-money/
The magic of goal setting
November 9, 2021 | All Columns, Planning Encyclopedia, Smart Money Blog
“Just writing your goals down and then somehow reaching them may seem like magic, but it makes sense when we think it through. To focus our attention and our actions on living with purpose should increase our odds of success over the randomness of an unplanned life. It has been said that a goal without…
Making Decisions That Are Consistent With Your Objectives
May 7, 2020 | Smart Money Blog
Lately I have seen people want to do things with their finances because it seems to be a good idea. Do this often enough and you end up with a series of things that seemed like a good idea at the time. Financial planning is more strategic than that. It’s about identifying what is important…
Additional investment columns
March 24, 2020 | Investment Management, Money Management, Smart Money Blog
What Keeps You Up at Night?
February 12, 2020 | All Columns, Estate Planning, Smart Money Blog
My Little Baby is a Teenager!
February 12, 2020 | All Columns, Education Funding, Smart Money Blog
Life in a Northern Town
January 30, 2020 | Smart Money Blog
My expertise is in retirement income planning. I can assure you that the number one fear that clients have as they approach retirement is running out of money. I have been a professional financial planner for a quarter century. When it comes to retirement income, there has always been the fear of finding out that…
January 2019 Newsletter
January 18, 2019 | Smart Money Blog
Smart Money January 2019 Newsletter BIG, BIG, BIG News! Prosperity is on the horizon! Our best ideas at our best pricing, and with client-focused convenience as one of our primary objectives. It’s where my own money is headed. I look forward to telling you more in the very near future. Financial Planning In Action Recently…
December 2018 Newsletter
December 10, 2018 | Smart Money Blog
Smart Money December 2018 Newsletter Taking the Mystery out of the Markets Check out this quick two minute video for insight: https://vimeo.com/298282584/966ffafdaa Many of you hold investments with Value Partners Inc. Recently I had the opportunity to speak with Gregg Filmon, CEO of Value Partners. You can check out their approach to investing here: https://vimeo.com/293374395/be2653333e…