I recently took the time to sit down and enjoy my second Jonathan Chevreau book, “The Victory Lap Retirement” which addresses a topic covered in my own book “The Real Estate Retirement Plan” in a different way. Both books address the topic of retirement in different but very complementary fashion. The underlying problem is the […]
Victory Lap Retirement – A tribute to the new retirement model Read More »
Isn’t it nice when you go to your bank to deposit a cheque and they hand you $500 just as a thank you having an account with them? No? That’s never happened to you? Strange. Then you must not be using RESPs! The RESP, or Registered Educational Savings Plans, is a fantastic initiative by the
RESP – The Tax Sheltered Education Plan You Shouldn’t Say No To! Read More »
The Problem Real estate investors often fail to objectively assess their existing portfolio in the same way that a holistic wealth management professional or financial planner would when dealing with equity investments. Many real estate investors who began their investment career following sound investment principles have got caught up in the hype and strayed from
The Irrational Exuberance & Greed of GTA and Vancouver Real Estate Investors in 2017 Read More »
Everyone knows what a wealth advisor does, but do they really? Of course a wealth advisor helps you with financial planning and to meet your wealth objectives but we’ll cover in this article the actual process of how that’s done. At the end you’ll understand what your advisor actually does (or should be doing) and be
6 Simple Steps to Having a Great Financial Plan Read More »
An age old question in investment suitability is “how much risk do I take?” and it’s a key consideration in your investment activities. Naturally changes in life circumstances may change your tolerance for risk over time, but self-reflection helps in this area so you can be confident that you’re making smart financial decisions which are
4 Financial Risk Factors & Your Risk Tolerance Read More »
As we all know, real estate financing plays an integral role in the affordability of real estate to most Canadians. In fact, every 1% increase in residential mortgage rates literally ends the dream of home ownership for thousands of Canadians. When these rates play such an integral role in the availability of housing for Canadians,
The Basis of the Mortgage Rates (How They Work) Read More »
If you’re like many Canadians there is likely a gap between your retirement savings and retirement requirements. Or, if you’ve met the basic requirements you want to ensure a higher standard of living in retirement. It’s important to have a financial advisor who not just understands real estate investing as part of your overall financial
Catch Up On Retirement With an Income Property Read More »
I am humbled and grateful to have made the Bestseller list with our new book (through pre-orders alone). The book hasn’t launched yet but it’s clear there is an audience for this important message and Simon Giannini and I are incredibly grateful to have received so much support from friends, family and our amazing clients.
Just in Time for Tax Season – Key Read Read More »
My new book “The Real Estate Retirement Plan” hasn’t even hit shelves yet and already become a Bestseller! After months of hard work to put this book together, I was hoping to have a real impact, and I am very excited to see there is an audience for this important message. The Retirement Gap The
Bestseller? Thank You for Your Support! Read More »
Ever since I wrote my first financial column (dating back to when I was completing doing my MBA 1998-2002) I knew I wanted to write a personal finance book. Before I was even finished my MBA, I had the privilege of getting to teach other MBA students some of the components of the MBA level
Excited to Introduce My New Book – The Real Estate Retirement Plan Read More »