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Blog

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Thomas Thorne | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a page with several charts on it
Thomas Thorne | Sep 15, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Thomas Thorne | Sep 6, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Thomas Thorne | Aug 30, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Thomas Thorne | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Thomas Thorne | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Thomas Thorne | Jul 12, 2022

Investors: Beware of the Herd

Finance
Investments
If you’ve ever seen it, it’s one of those things you’ll never forget – the mass migration of hundreds of thousands of wildebeest moving across the plains of
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Thomas Thorne | Jul 5, 2022

Long-Term Care as Part of Your Multi-Generational Plan

Insurance
Risk Management
For anyone who has dealt with an aging parent or grandparent the concept of long-term care is likely a familiar one. Those unfortunate enough to suffer from
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Thomas Thorne | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Thomas Thorne | Jun 21, 2022

Planning for the Long, Long-Term

Finance
Retirement
Most people looking to implement a financial plan are making decisions with the long-term in mind. While what “long-term” means tend to vary depending on
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Thomas Thorne | Jun 14, 2022

Your Protection Strategy Needs a Legal Foundation

Insurance
Risk Management
Any protection strategy that focuses only on insurance can leave you and your family vulnerable to the threat of a legal system which doesn’t necessarily share
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Thomas Thorne | Jun 7, 2022

Investors Beware: The Media Noise can be Deafening

Finance
Investments
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than
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1900 City Park Drive Suite 510
Ottawa ON K1J 1A3

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613-882-7800

 

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Financial Security Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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