Why I Dumped My Financial Advisor

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Why I Dumped My Financial Advisor

I was with my broker for over a decade. I trusted him because he was an old university friend and, having worked with him on some business school projects, I also knew he was very intelligent and personable. And he was also up front about his compensation and he didn’t recommend anything he wouldn’t be confident investing in himself. The advice was sound and his fee of $1,000 per year felt fair so I didn’t see any need to make a change. 

Life was good.

Then, he had the nerve to fall in love with an American woman (ah, love), which lead him to move to the U.S. As a result, he sold his practice to another fellow.

Not the same type of guy.

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I Was A Teenage Toffee Baron

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I Was A Teenage Toffee Baron

In 1973, I lived in Grand Forks, North Dakota, which is located on the Red River. Like the Nile, the Red flows northward, one of the few rivers in the world to do so.

That spring, a river wasn't the only thing flowing north from Grand Forks. My junior high school fed a steady pipeline of exchange students up to Winnipeg, Manitoba, which also is located on the Red.

I don't know how teachers picked kids for these trips, but I suspect only the best and brightest made the cut. Let's be clear: I've never been among the best and brightest in my life—which explains much of what follows.

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Welcome to My Library

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Welcome to My Library

I love books. Always have and likely always will. Non-fiction is a preference, without keeping to that genre exclusively. Favourites range from healthy lifestyle, philosophy and happiness; to personal finance, investing and economics, to business, productivity and marketing; and, of course, include web design, writing and blogging. 

So, why not share insights gained by reading copious amounts? I'll provide the occasional book review or summary right here on this page.

For starters, I thought I'd offer a short list of the top book(s) by category. 

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