Video Series 01:
Is Every Advisor a Salesperson?

Our first 7-part video series is an introduction to the world of financial advising. The advisor landscape in Ontario, has led us to talk about how a high percentage of the individuals that are providing advice in the industry are salespeople.

However, all you want is advice without the pressure of a sale. Fee-only advisors, like those at our firm, can provide the unbiased advice you’re looking for.

Watch this 7-part video series to learn more. Each thumbnail corresponds to a different video in the series.

Video Series 02:
Intelligent Financial Planning Decisions

Our second 8-part video series is a discussion about a Morningstar white paper written by David Blanchette Morningstar in the U.S. and Paul Kaplan who’s the Director of Research Morningstar Canada. They were quantifying the value of Intelligent Financial Planning Decisions in Retirement and they called this Gamma.

Watch this 8-part video series to learn more. Each thumbnail corresponds to a different video in the series.

Video Series 03:
Registered Accounts RRSP RRIF TFSA RESP

Our third, 9-part video series is a discussion about various registered accounts.

Watch this 9-part video series to learn more. Each thumbnail corresponds to a different video in the series.

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