The Human Problems with Financial Planning

  As my intro for Bakerview states, “We focus on the people, not the Product” when doing planning for my clients this is the largest component of my practice.  Any financial institution can do the basic accounts for a financial plan, but the real key is to...

Emotional Investing

  I recently attended an information session hosted by BMO fund manager and star of BNN, Larry Berman. He spoke about the emotions of investing and how most people, even professional fund managers are guilty of the psychological mistake of emotional investing. He...
Teach kids about money

Teach kids about money

Seeing that it is child wellness month, I decided to write a quick blog to give advice on how to teach kids about money. I think that this is extremely important, as a lot of people are in financial hardship today because of the example they learned from their...

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