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

Shedding Light on the CPP Survivor Benefit

Lea Koiv / September 22, 2017 Most people don’t realize CPP survivor benefits are surprisingly modest. Further, in many households, the CPP and OAS each spouse or common-law partner collects may be a significant portion of their retirement income. When one partner dies, the surviving spouse or common-law partner may see a...  Continue reading...

Can You Afford To Retire?

By Gordon Pape – July 31st, 2017 A recent Global survey released by HSBC Bank found that Canadians are more likely than anyone else in the world to say that financial worries are a serious impediment to retiring within five years. “A staggering 93 per cent – the highest proportion...  Continue reading...

What trustees should (and shouldn’t) do

BY James Dolan  |   September 30, 2016 You’re probably familiar with the duties of an estate executor. But if you become a trustee, what are your duties? And what are the consequences if you don’t perform them properly? Different roles, same people Anthea Law, partner at Vogel LLP in Calgary, says...  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