2012 News
Globe and Mail - Jan 13 2012
Portfolio Strategy
Here’s what your adviser really thinks of you more »
2011 News
Globe and Mail - Dec 1 2011
Are you saving enough for you chidren's education?
One couple has made a good start. Financial adviser Warren MacKenzie weighs in. more »
Globe and Mail - Dec 9 2011
Financial Facelift
Widower must decide which door to take. more »
Globe and Mail - Dec 5 2011
Q&A: How can I afford to raise a family? Advice from an expert
Raising a family can prove to be more expensive than you realized. What's the best way to balance spending and saving? more »
Globe and Mail - Nov 29 2011
Boomers must bail out before they can sail out
At 49, Betty and Bob have done well for themselves, amassing a real estate portfolio worth roughly $1-million with no debt. more »
Globe and Mail - Nov 15 2011
Portfolio Makeover
Early retirees hope to spread their wings and travel. more »
Canadian Business- July 28 2011
A bloody affair
If your investments are making only 6% returns, paying 2% to an investment professional will significantly reduce your savings, says Warren Mackenzie, president of Toronto’s Weigh House Investor Services and author of New Rules for Retirement. more »
Global News- June 20 2011
Greece needs to learn basic financial rules
Imagine a friend who only works three days a week, but spends like he’s the CEO of a Fortune 500. He’s maxed out three credit cards and drained a line of credit, but now that the money is up he hopes his rich uncle will bail him out. more »
Canadian Business - June 8 2011
The new rules of saving
When Warren Mackenzie listens to his baby boomer clients, the same archaic strategies around saving for retirement come up. more »
Morningstar - May 19 2011
Whose interests are truly being served? How to tell financial advisors and product pushers apart
Are most advisors fiduciaries, or put another way, acting in a client's best interests? Most investors say unequivocally "yes." However, the correct answer is: "It depends." more »
Globe and Mail - May 16 2011
Online tools help investors find adviser right for them
You have questions, investment advisers have answers. So how come you don’t have an adviser? more »
Globe and Mail - May 13 2011
Financial Facelift: Mapping out a comfortable retirement
Nick and Nora have worked hard over the years at his solo law practice, so they plan to hang up their hats next year and see the world while they’re still in good health. more »
Money Show - April 4 2011
3 Ways to Find Advisers Who Put You First
Sacramento Bee - Feb 23 2011
fi360 and Weigh House Investor Support Services, Inc. to Form fi360 Canada
PITTSBURGH, Feb. 23, 2011 -- /PRNewswire/ -- Fiduciary360 (fi360), the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals and Weigh House Investor Support Services Inc., a leading Canadian financial consulting firm, today announced the launch of fi360 Canada, which will become the exclusive Canadian distributor of fi360's Accredited Investment Fiduciary Designation Training and Toolkit for Advisors software. more »
Globe and Mail - Jan 28 2011
Financial Facelift: Giving up security for freedom? It’s not a pipedream
Jack and Gillian have good, secure, well-paying jobs with defined benefit pension plans fully indexed for inflation. He is a municipal employee, she is a teacher. They each earn $90,000 before taxes. more »
Globe and Mail - Jan 21 2011
Measure your portfolio with the right yardstick
Investors say the darndest things. Like the woman who claimed her adviser had done well for her over the longer term, but was letting her down in the current year because her portfolio was off 3 per cent.more »
CBC News - Jan 13 2011
The whys, hows and whens of portfolio rebalancing
Chances are good that you've heard you should rebalance your investments from time to time. Chances are also good that you may not know whether that has ever been done to your portfolio, whether you have to do this yourself, and if you do, how the heck do you do it. more »
CBC News - Jan 13 2011
Options and tips for winding up your retirement savings plan
Surveys show that as many as 60 per cent of Canadians have set up an RRSP, even if only a quarter of us manage to make a contribution in the average year. more »
BNN - Jan 12 2011
The Pitch
When you look at your investment portfolio, you might wonder whether you've chosen the right advisor, the right asset mix, or the right financial products. Warren MacKenzie, President and CEO, Weigh House Investor Services, wants to empower Canadian investors by giving them truly unbiased advice. MacKenzie plans expand Weigh House from 10 to 100 consultants located across Canada over the next five years. watch » (select the January 12 episode of "The Pitch")
