You and Your Advisor Part 2/3 – Fees
There are only a few real models in the industry. There are more but they are spin offs of the below so here is a basic structures: Embedded Mutual Fund style fee or MER (Management…
You and Your Advisor Part 3/3 – Good Questions
Here are 5 questions to have a more meaningful conversation with your current advisor: Mr/Mrs Advisor – Where do you invest your own money? Would you be open to sharing my financial planning with my…
You and Your Advisor Part 1/3 – Value
When reviewing the fees you pay, a client (you) need to assess what the value is you get from the relationship – it can be WAY more than just the investing part. This takes a…
If your investments were a CAR?
Would you describe your investment style or personality as a Ferrari, Jaguar or a Cadillac? Or a GMC Denali pick up truck? The way people invest and plan financially, says something about the intentional lifestyle…
Canadian Lifestyle Update
“Stand up out of your decision wheelchair and run through your ultimate lifestyle, yet being responsible for your future.” – Dustin Serviss To make changes or set new directions or accomplish new goals a person…
In the Know – Buying Commercial Real Estate
As a believer in owning a diverse mix of assets, I share some insight on what to consider when adding commercial real estate (office building) to your portfolio. Get the latest wealth tips, the latest…
Why would someone who is Wealthy buy life insurance?
… because they can. The reality is if you are Wealthy, you probably don’t “need” it BUT… if you think your net worth will stay the same or you will die with money still in…
What is the Best Life Insurance
… one that fits your goals and budget. How can you find the best life insurance when there are literally 100’s of policy types and variations? Simple, ask yourself “why am I buying it?”… buying…
Working Remote-Video Conferencing-Video Texting
If you have tried a day working at home, how did it go? WOW, unless you are single guy/gal living in a condo… it probably wasn’t your most productive first day. Attached are 2 best…
Introducing Net Net TOUGH
If before March 1st 2020 were you feeling under control financially, but now you are feeling like you are walking through a fog of unknown. Then, this course will give you peace of mind that…
Level Up and Why Everybody Should Care About Workplace Culture
As everybody who attended the Level Up: Future of HR & Recruiting event organized by NowMedia Group can attest, Matthew Bertulli, CEO of Pela Case, and keynote speaker Eric Termuende were phenomenal, providing advice and…
“Cseking In” with Dustin Serviss
Last week, I had the pleasure of sitting down with Nikki Csek of Csek Creative and NowMedia Group for the latest episode of “Cseking In”, her video series featuring interviews with Okanagan business owners and…