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A response to an article from Globe Investor

on Wed, 11/16/2011 - 08:06

Was reading tweets from Twitter and saw this tweet from Globe Investor.

I feel so attached because I feel exactly the same way. Read the article: Terrible financial advice – available at a location near you

I can say I truly started my career as a financial advisor was when I was a back office administrator. I had my insurance and investment fund licenses but I don't think I utilized them as much as I should have at that time. Anyway, at one point, I was partnering with another broker in the industry and a leverage program was the only product he pushed.

Common questions small business owners have... Some advices

on Sat, 11/12/2011 - 15:12

I have been realizing people who want to start their own businesses always have the same questions, especially after attending the Small Business Summit, that feeling had got even stronger. I will try to share what they are.

The 2011 TD Canada Trust Small Business Survey reports out of the 402 business owners they surveyed across Canada think indicated managing cashflow as the most difficult challenge, with staffing (both retaining and hiring) continuing as a major obstacle.

So how do we address that and keep things under control?

1. Build an emergency fund

- normally 6 months' of

TruFinancial at The Globe's Small Business Summit

on Wed, 11/09/2011 - 19:02

We are happy to be a part of the Small Business Summit, held by the Globe and Mail, on Nov 8, 2011

Here are some photos The Globe had on the event, we can see our poster was nicely placed on the tables :)

Please also find some photos we had taken ourselves.

Online vote/survey vs truth...

on Fri, 09/23/2011 - 21:11

Very interesting…. I am starting to wonder online votes and survey actually reflect the truth or not… LOL

Globe and Mail is having a Globe Money Poll: Are these markets making your stomach churn? (
To my surprise, the result (till 9pm) is pretty impressive. Here are the results:
Among some of my clients, are pretty sensitive with what is going on in the market....
I keep hearing people asking "what to do, what to do now?"
Of course, looking at the statements would not make you happy in