About

I am a Certified Financial Planner (CFP®) in Canada. At work, I write financial plans and  give objective advice regarding all types of savings and investment products. I believe that not having money worries can allow people to spend their time in other meaningful areas of their life. I am married, have three children and am involved in my church, in my community association and in the school.

The focus of my writing is “think­ing out loud.” Invest­ing and finan­cial plan­ning are both more art than sci­ence. Because that’s the case, they require cre­ativ­ity and reflec­tion. I per­son­ally need to think out loud in order to gather my ideas, synthesize, and pro­duce use­ful advice. I try to write three times per week. I also write on Mondays at Canadian Dream.

Mon­day: A brief overview of the finan­cial envi­ron­ment and stock mar­ket out­look. This will be a snap­shot in time, meant to assess the cur­rent envi­ron­ment. It is not a prediction.

Wednes­day: Any sub­ject about finances and invest­ing, includ­ing finan­cial planning.

Fri­day: An invest­ment idea. This does not con­sti­tute invest­ment advice. It will contain lim­ited infor­ma­tion about a publicly-traded com­pany. It may prompt the reader to do more research.

I may miss some Fri­day posts, if I sim­ply don’t have a new idea. I feel no oblig­a­tion to divulge my own invest­ment port­fo­lio or any pro­fes­sional rec­om­men­da­tions I may make.

My very first post can be found at https://financialthinking.wordpress.com/2009/05/22/introduction/ for anyone who would like to read all the posts in chronological order.