2009 News
Globe and Mail – Dec 11 2009
Financial Facelift: A case of being too cautious
Mercedes is at a critical point in her life. She and her husband divorced last year, so the household has gone to one income from two. more »
Globe and Mail – Dec 05 2009
Financial Facelift: Easing off on the mortgage paydown
Lyla and Sam feel they have been living too long with debt. They have a mortgage that never seems to go down, a line of credit that keeps going up more »
Globe and Mail – Nov 24 2009
Paying for advice? Your portfolio will thank you
Over at Weigh House Investor Services, with offices in the greater Toronto area, Windsor, Ont., and Halifax, a detailed second opinion on your portfolio will cost roughly $1,000 to $1,500, and a full financial plan will run between $2,000 and $2,500. more »
Toronto Star – Nov 21 2009
Some tips and traps for investors
What's a great way to make a buck? No, this is not a joke. And if it were, you wouldn't like the punch line. Answer: start a mutual fund. more »
Globe and Mail – Oct 30 2009
Financial Facelift: This retirement plan keeps on giving
Nearly retired, frugal pair have enough amassed to continue helping out their grown kids more »
Globe and Mail - Oct 9 2009
Financial Facelift: Buy a home, ditch the rental
With a three-year-old child, good jobs and a promising future, Tanya and Edward are looking for a financial road map. more »
Globe and Mail - Oct 1 2009
The seven deadly sins of managing your money
We all make investing mistakes from time to time. We let our emotions take over. We get too fearful, or too greedy. We focus on short-term returns when research shows that investing is a marathon, not a sprint. more »
Globe and Mail - Sept 18 2009
Financial Facelift: Beaten by market, but eager to retire
Market meltdown has diminished Tom's investments, and now he's not sure if he can retire at 55 as he had planned. more »
Chronicle Herald - Aug 11 2009
Longer lives require new retirement strategies
Retirement isn’t what it used to be and neither is retirement planning, says the founder and president of Second Opinion Investor Services Inc. more »
Report on Business - July 30 2009
Wooing the Wealthy
As well-heeled Canadians like Ross Smith found their savings hammered by the recession, many of them began to question the people who manage their money. Often decades in the forging, relationships between the wealthy and their financial advisers have rarely undergone such a period of upheaval. more »
Financial Post - July 18 2009
It pays to get a second opinion
Service sidesteps advisors' conflict of interest more »
Globe and Mail - May 13 2009
Deepen your investment knowledge
Join Warren MacKenzie as he helps our intermediate investor navigate choppy waters more »
Globe and Mail - May 5 2009
Like Investing? Want to get better at it?
Join Warren MacKenzie as he helps our intermediate investor navigate choppy waters more »
Toronto Star - March 15 2009
Rule of ages a good guide for investors
How much of your long-term savings should you put into the stock market? more »
Globe and Mail - March 7 2009
Financial advice fees: Are you getting good value?
Lewis Gitelman has been paying close to $750 per quarter in fees for financial advice and he wondered recently if that was too much. more »
Toronto Star - Feb 22 2009
Not always better to shop for new investment adviser
Your investment portfolio has sunk like a stone in the past few months. more »
Toronto Star - Feb 19 2009
Looking for the right advice
Following several simple criteria can help you evaluate your investor and save yourself sleep. more »
Toronto Star - Feb 1 2009
When buy and hold is no option
"Buy and hold for the long term" is a formula, a mantra, a way of thinking embraced by the mainstream investment industry. more »
Montreal Gazette - Jan 23 2009
Take a hard look at how your portfolio performed last year
One day next month, you’ll be hearing about the horrible returns of the Caisse de dépôt et placement, the manager of Quebecers’ public pension assets like the Quebec Pension Plan. more »
Toronto Star - Jan 21 2009
Can boomers rely on public purse?
Government pensions are secure but new stock market reality has hurt future buying power. more »
Ottawa Business Journal - Jan 14 2009
Are you in sync with your adviser?
There's nothing wrong with paying someone to do something you might be able to do yourself...more »
The Star - Jan 7 2009
Book busts myths of retirement
Warren MacKenzie, founder and CEO of Second Opinion Investor Services, Inc., has written, along with his vice-president, Ken Hawkins, The New Rules of Retirement: What your financial planner isn't telling you (HarperCollins). more »
