Private Wealth Management & The Investment Counselor

The Role of The Investment Counselor (Video) Investment advice is preceded by a discussion on how is your family to be looked after.  How important is multi-generational wealth management and transfer to you? Client investment portfolios are managed to preserve wealth and to minimize risk through conservative and consistent wealth management. Campbell Financial Advisors, ensures dedicated… Continue Reading Private Wealth Management & The Investment Counselor

Investor Dilemma

A recent study found that Investors are conflicted.  In Canada apparently, we expect returns of 9.3% above inflation!  Canadians also tell us that we are among the most conservative investors in the world.  8 in 10 say they are cautious and 84% would take safety over investment performance.  So the… Continue Reading Investor Dilemma

The Most Precious Resource

“Many people take no care of their money till they come to the end of it, and others do just the same with their time” -Johann Wolfgang von Goethe So, spend time with bright and interesting people at the top of their game.  Take time for yourself, family and friends.… Continue Reading The Most Precious Resource

Investor Psychology

“In calmer moments, investors recognize their inability to know what the future holds.  In moments of extreme panic or enthusiasm. they become remarkably bold in their predictions. Peter Bernstein (economist)

Wealthy Parents

Wealthy parents should leave enough money to their kids so they can do anything, but not enough so they can do nothing. Warren Buffet

Family Life Insurance Planning

How important is it to you to guarantee your family’s lifestyle and financial security? “It wasn’t the stocks and bonds that paid off the mortgage and assured a university education for our triplets, it was the life insurance” Kathryn Cannon Kathy’s husband John was 29 when he died of cancer.… Continue Reading Family Life Insurance Planning

Manulife Private Wealth

Campbell Financial Advisors, is pleased to announce our referral arrangement with Manulife Private Wealth.  This provides you with access to highly personalized private banking and investment management services, plus access to an integrated team of tax and estate planners, accountants and lawyers. These sophisticated strategies craft personalized solutions to help you achieve your long-term goals.… Continue Reading Manulife Private Wealth

Beware of Prognosticators

It happens every year. Prognosticators share their wisdom and predictions.  When was the last time any of them were correct? Really correct.  Not kind of correct.  Not almost correct.  Not 1 out of 10 predictions correct.  But accurately and consistently correct.  Analysts and Economists of all stripes trying to tell us what… Continue Reading Beware of Prognosticators

Santa Will Soon Be On His Way!

Here is a fun website I thought I would share with all you parents and grandparents!   Official NORAD Santa Tracker   Follow Santa as he makes his magical journey   Enjoy!