Welcome! We're MaryAnne and Rick.

"Finding good partners is the key to success in anything: in business, in marriage and, especially, in investing." Robert Kiyosaki

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

Recent Posts

Great Strides made over the decades in Poverty, Literacy and Health

Most of us are usually focused on the future and where things are headed, but it is also important to stop, take a look back, and see how far we have come. Attached below are interesting charts regarding our global society and the changes in living conditions we’ve experienced. They...  Continue reading...

Golf Break – Scottsdale, Arizona

Last week Rick took part in the annual ATB Investor Services Golf Tournament in Scottsdale, Arizona. He spent two days golfing with clients on the beautiful Grayhawk Golf Course, Talon. They all thoroughly enjoyed themselves and the team was delighted to win best score on day two. Below is a...  Continue reading...

Article: “Do human advisor fees offer more value than robo-advisor fees?”

This article was taken from online website Advisor.ca and compares virtual ‘robo-advisors’ to their human counterparts. We hope that you find it interesting and of value to understand the differences. If you have any questions or comments please do not hesitate to contact us. Do human advisor fees offer more value...  Continue reading...

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