We knew there had to be a better way and set out to design our rather unique ‘Doctor model’ (ongoing professional advice and introduction to specialists as required).
This all delivered, implemented and monitored by one company.
Our goal is to provide complete financial peace of mind for families and individuals.
October 20, 2014 / by Lorne ZeilerOver the past 6 weeks, but especially in the past week, the stock markets have experienced a meaningful pullback. From its peak to close yesterday, the TSX was down 11.5%. The US S&P500 was down 7.9% from its peak. Dow Jones Germany was down 14.8% from its peak. Our clients have typically fared much better […]
October 6, 2014 / by Ted RechtshaffenExecutive Summary Last quarter, our message was that Q3 is historically a positive quarter, but not as strong as Q1 and Q4. The message was also that we should expect to see our recent string of 1%+ monthly returns come to an end. Well it took until September, but it did indeed come to an […]