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Seven Habits of Highly Effective Investors

Investing Perpectives: Seven Habits of Highly Effective Investors   Over thirty years ago, the book “The 7 Habits of Highly Effective People” quickly become a

Insurance Planning: It’s Never Too Late

Insurance Planning: It’s Never Too Late   As part of the retirement-planning process, we often suggest that our clients consider the use of life insurance for

Estate Planning

Estate Planning: The Feeney Philosophy of “Giving While Living”   Chuck Feeney is the philanthropist who pioneered the idea of “Giving While Living.” While he

Skyrocketing Real Estate Prices

Skyrocketing Real Estate Prices: Make Cottage/Cabin Succession Planning a Priority With the fall weather now upon us, the cottage/cabin season may be winding down for

The Wong Group Update – September 2021

Are you Checking too Frequently?   It has been said that “successful investing should be more like watching paint dry.” Yet, for many investors today,

Concept of pension or retirement plan on yellow background

Converting an RRSP to a RRIF 2021

Converting an RRSP to a RRIF 2021   If you are nearing retirement, you may be starting to think about creating retirement income for yourself

The Wong Group Update – June 2021

Information: Not the Same As Advice   With the tremendous amount of investment information available through the internet and other sources, it’s important to recognize

Welcome to the Matrix: Cryptocurrencies

Welcome to the Matrix: Cryptocurrencies   “Denial is the most predictable of all human responses.” – The Architect, The Matrix, 1999.   In The Matrix,

The Wong Group Update – Spring 2021

The Swinging Market Pendulum   It is the immutable market cycle. Stock market valuations can swing back and forth from one extreme to the other,








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