Your dreams are the vision. Your wealth plan is the blueprint. This is the foundation for reaching your lifelong dreams.



Roar like a Lion, then Bah like a Sheep

For all the hype that this past Federal Budget received, it seems like we have escaped the jaws of a lion and can sleep easy enough for the foreseeable future, counting the sheep!

What's Going on with these Trumped Up Markets?

In a recent interview with CNBC, after releasing the Berkshire annual report, Warren Buffet was quoted as saying:

“Mixing politics with investment strategies would be a big mistake”

2016 Federal Budget Review

Submitted by FPWM Securities

The new Liberal government delivered its first federal budget on March 22 in Ottawa.

The End of an Era

Submitted by FPWM Securities

Now that we have crossed over into 2016, it is important to look back at what happened in 2015 to gain a perspective of what might continue in 2016. The year ahead will be especially important for Canadian investors as Canada will be in the cross hairs of the events that have begun to unfold. 

Preparation and Perseverance

Submitted by FPWM Securities

Over a Barrel

It has been a while since our last blog posting at Foundation PWM. Our dealership change over the recent months, to our new Securities dealer Aligned Capital Partners Inc., has taken top priority over our laments on the markets, economies, investment fees, tax efficiency, and sound insurance planning, as focused our efforts on ensuring a smooth transition for our clients.

The Hidden Investment Expense

With tax season heating up, many of us will either have just completed our personal tax returns or will be finalizing them in the weeks ahead. For those who are self-employed, the deadline is still a little ways away - so don’t panic yet. Since the RRSP season is long past now, there are not many ways that one can reduce their bills with CRA this year.

The State of the Union - Looking Ahead in 2014

“Tonight, this chamber speaks with one voice to the people we represent: It is you, our citizens, who make the state of our union strong.

Seven Questions Bad Advisors Don’t Want You to Ask - A Response

Recently, the article “Seven questions bad advisors don’t want you to ask”, by Kira Vermond, was pointed out to me and it got me thinking... I wonder if any of my clients are thinking about any of things? So, rather than having readers asking these questions and wondering them about us, I thought it would be a great to provide a proactive response.

The Truth About Mortgage Insurance

The decision to buy a house and take on a mortgage is one of life’s milestone moments and it often symbolizes the big step of “getting there” for most families.

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