Articles and seminars


"We haven't prepared for aging's economic and social inevitabilities" The Globe And Mail 2016-09-29

"Global growth threatened by imbalances, HSBC warns" The Globe And Mail 2016-09-18

"Why Active Management Fell Off a Cliff – Perhaps PermanentlyThe Reformed Broker 2015-02-17

"Affluent clients need help planning support for familyFinancial Planning 2014-06-24

"No monkey business? ...even the smartest investors struggle to outdo a blindfolded monkeyThe Economist 2014-06-04

"Lower-cost mutual funds? Dream onThe Globe And Mail 2014-04-28

"Why is Warren Buffett, the Oracle of Omaha, lately looking so ordinary?Financial Post 2014-04-07

"Why it’s never too early for an advance-care planThe Globe And Mail 2014-03-27

"Commercial real estate report: Dealing for dirt: high-stakes acquisitions in land-starved Metro Vancouver regionBusiness in Vancouver 2014-03-25

"Billionaire buys $201 million life insurance policyCNN Money 2014-03-17

"Warren Buffett Has Some Incredibly Specific Advice For Where The Average Investor Should InvestBusiness Insider 2014-03-03

"Against the odds - the costs of actively managed funds are higher than most investors realiseThe Economist 2014-02-22

"Latest ETFs leave index-trackers in the dustThe Globe And Mail 2014-02-17

"Five money talks to have with the family this weekendFinancial Post 2014-02-15

"Warren Buffett’s advice to amateur investors: Don’t make this common mistakeFinancial Post 2014-01-31

"Three easy ways to mimic the best investors in the worldThe Globe And Mail 2014-01-17

"Are you risk-ready for the next downturn?The Globe And Mail 2014-01-03

"Canada’s trouble with investment advisersThe Globe And Mail 2013-11-23

"Beware the sales pitch for actively managed mutual fundsThe Globe And Mail 2013-11-16

"A fundamentally better indexing strategyThe Globe And Mail 2013-11-06

"5 more reasons mutual funds stinkFinancial Post 2013-10-04

"M&A as competitive advantageMcKinsey & Company 2013-08

"The case for index investingVanguard 2013-04

"Eight ways to make life insurance work for youThe Globe and Mail 2012-10-24

"Why 'active' investment is a losing betCBS MoneyWatch 2012-03-23

"Shell's pension fund shies away from active managementThe Wall Street Journal 2010-03-01


Seminars and events

Nov 2016, Promerita Fall Wealth Planning Seminar, Understanding Real Estate is a Key to Creating & Preserving Intergenerational Wealth, Vancouver

Mar 2016, Promerita Spring Wealth Planning Seminar, Tax and Regulatory Update, Vancouver

Nov 2015, Promerita Fall Wealth Planning Seminar, Accessing the Wealth Management Strategies and Private Investment Opportunities of Canada's Elite Business Families, Victoria

Nov 2015, Promerita Fall Insurance and Wealth Planning Seminar, Vancouver

Oct 2015, KPMG Education Seminar, Vancouver

Mar 2015, Promerita Spring Wealth Planning Seminar, 2015 Tax and Legal Update, Vancouver

Oct 2014, Canada Asia Business Network, Insurance Applications for Investors in Canada, Vancouver

Oct 2014, Aaron Gordon Daykin Nordlinger LLP, Understanding Insurance for Practical Application, Vancouver

Oct 2014, Promerita Fall Wealth Planning Seminar, Leverage Insurance Done Right!, Vancouver

Sep 2014, BC Bar Association, The Role Insurance plays in Business Succession, Vancouver

Jun 2014, Genus Capital Investor Presentation, Vancouver

May 2014, VGH-UBC Hospital Foundation, Vancouver

Mar 2014, Insurance & Wealth Planning Seminar, Vancouver

Oct 2013, VGH-UBC Hospital Foundation, Vancouver

Sep 2013, Investment & Trading Business Series, Vancouver

Sep 2013, China Best Ideas Investment Conference, Beijing

June 2013, Alberta CGA/CMA ONE Conference, Calgary

Feb 2013, Myers, Norris & Penney CA Firm, Vancouver

Feb 2013, Grant Thornton Senior Practitioner's Conference, Toronto

Nov 2012, Genus Wealth Management Client Seminar, Vancouver

Nov 2012, Grant Thornton Partner's Conference, Edmonton

Oct 2012, Smythe Ratcliffe Education Seminar, Vancouver

May 2012, KPMG Education Seminar, Vancouver