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Investment Management

Who Is Managing Your Money? Are They Looking Out For Your Best Interest? At a recent dinner seminar I held in Toronto, I presented a slide that highlighted the difference between an “Investment Counsellor Portfolio Manager (ICPM) and investment advisors/ brokers/ financial advisors,” and the positive feedback that I received was overwhelming. The medical professionals…

Risk Management – Part 2

In connection to the previous entry about Risk Management, here are other insurance plans you can consider. Long Term Care (LTC) Insurance Long Term Care (LTC) insurance is a form of insurance that pays you a monthly benefit if you are no longer capable of performing two of the six daily activities of living. Whereas…

Risk Management

What Is Your Most Significant Asset That Needs To Be Protected? Most doctors I speak to believe that their most significant assets that require protection are their homes followed by their automobiles. Although these are two important assets that need to be protected, there is an even bigger asset that needs protection: Your ability to…

How to find the right Financial Planner

John Moakler is a top producing Financial Planner, well known across Ontario for his advanced tax strategies, and for his advanced wealth building strategies. A graduate of the University of Waterloo in Mathematics, John provides comprehensive financial planning advice to individuals and corporations.

Interviewing Your Future Financial Planner

Is Your Financial Planner Knowledgeable? When I am in need of a doctor who is a specialist, I want to find a doctor that has a lot of letters after their name. I seek out someone who has gone to school for a number of years, someone who is an expert in their field. Ultimately,…