Seven Smart Investing Principles for Everyone

Last fall, I obtained a copy of this document from PWL Capital entitled Seven Principles of Smart Investing.  After reading this through this white paper I reflected upon how we’re applying these principles. 1. Ignore ‘hot’ investment tips We do. …
March 2015 Dividend Income Update

Welcome to my latest dividend income update…better late than never.  For those of you new to these posts on my site, every month I discuss my approach to investing using Canadian dividend paying stocks and some low-cost Exchange Traded Funds…
ADKAR – A Model for Financial Change Too

I’ve read something to the effect of the following when it comes to change: Change initiatives wouldn’t be so hard if we didn’t have people involved… How true. The *ADKAR® framework is a popular change management framework because the concepts…
2015 Financial Goals – April Update

Over the last couple of years I’ve posted our financial goals on My Own Advisor.  I do this because: I believe all goals should be clear and transparent, I believe all goals should be realistic, I believe all goals should…