Welcome! We're Brock & Jason.

“It’s a matter of having the separation between your money, which represents your freedom and future happiness, and your emotions about these things. It is very hard to untie your own feelings from your money. This is why wealthy people pay a financial advisor to create this separation." –Josh Brown, CEO of Ritholtz Wealth Management

Sharing ideas and knowledge that you can use to look after the things that are most important.

Recent Posts

The Secret To Being a Successful Investor

What is the secret to becoming a successful investor? Your behaviour is one of the top reasons you’ve become a successful investor. Keeping your emotions in check and sticking to your plan is the foundation to receiving better long term returns and achieving your financial goals. This past week you...  Continue reading...

What We’re Reading: June 2017

Quote Of The Month “In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule.” – Friedrich Nietzsche   The First & Last Step to Financial Satisfaction?  Defining “Enough”… I have a secret for you. This secret will allow you to double your income in...  Continue reading...

What We’re Reading: May 2017

Quote Of The Month “The only investors who shouldn’t diversify are those who are right 100% of the time.” -John Templeton   How Markets Overcame Past Geopolitical Crises In the past nine months or so, the world has seen its share of upheaval, starting last June with the Brexit vote...  Continue reading...

View all articles

ATB Investment Management Inc. and ATB Securities Inc. (Member – Canadian Investor Protection Fund, Member - Investment Industry Regulatory Organization of Canada) are wholly owned subsidiaries of ATB Financial and are licensed users of the trademark ATB Investor Services. Disclosure