“Folks, if you didn’t raise some cash like we suggested last summer, you DO NOT raise cash here. This is how bottoms are made. The internals of the equity markets have been weakening since July with many of the indices’ components off more than 20%, while a few of the larger capitalization stocks have […]
If so, you’re missing out on a wealth of experience and advice.
Redefining Success is a unique wealth management practice created over my 33 year career in the investment industry as an advisor and, since 1997, as a Portfolio Manager. One look at my website will tell you that you are in another world.
The bank […]
Why I left Nesbitt Burns in 1997.
I started my career in 1982 at Nesbitt Thomson Deacon. Those were the days of many different brokerage houses and before the banks moved into brokerage services.
Over the coming 10 years many of the smaller firms merged to form larger firms. Nesbitt Thomson was the first brokerage firm […]
May’s focus is women and retirement. With the help of my good friend Donna McCaw the subject of how to prepare for retirement will be featured all month long with articles, blogs and videos by authorities on women and retirement. The situations referenced are those experienced by the majority of women.
My fear […]
Tax time is upon us and, if you’re anything like I used to be, you’re pulling out your hair trying to steal the time to pull together WHO knows what from WHO knows where. Are you dreading making the list of all the receipts that you’re missing and all the people and companies that […]
Basically, a “down and dirty discovery session” is a fact-finding mission that I undertake with each prospective client.
My goal with the discovery session is to help you clarify exactly what you are looking for in life, and what challenges are preventing you from achieving these aspirations.
During the discovery session, I will lead you through […]
I like to think of a budget the same way I think of a diet.
When you’re on a diet, you are focusing on putting limits on what you can eat, and what usually ends up happening? You are forced to focus on all of the things you “can’t eat”! Following a diet usually means […]
Pamela was recently interviewed by Winnipeg based Dubyts Communications for their Women’s Business e-zine “BizChicks on Business”
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Investment Management and Financial Planning for the successful middle class…that’s most of us.
Have you ever read through a financial firm’s website and felt like you don’t fit their criteria as a potential client? Do you feel like you don’t have enough financial assets to “qualify”? Do you feel excluded when you read the term […]
In my last post, I launched the 2024: The Future of Business series, where I’ll be covering a number of topics that I learned about during a recent panel discussion I attended.
I thought I would define a few buzz words I heard at the Blink 2024 event, but again, the topics expanded and I […]