A Portfolio that Grows with You • A Friendship that Grows with Us!

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January 21, 2019

It’s hard to imagine that life for Larry Berman, founder and Chief Investment Officer of ETF Capital Management and host of BNN’s nine-years-running Berman’s Call, began as anything but bright. Now a business owner, teacher, and public speaker who travels the country o...

November 25, 2017

Rita and I was at the Calgary Chinese Cultural Center last Friday November 17, 2017 with all the members of ACCT Foundation to watch the Federal Minister of Heritage, Melanie Holy present $175,000.00 to the foundation.  The funding will help the betterment of Chinese H...

March 22, 2017

Respond Immediately!  When you hear from me.


You don't want the following situation happens to you!

The presented case is one of my current clients who didn't respond to me and losing $98,746.00 in two weeks time frame.

August 18, 2015

From insurance-journal.ca (original article is here)

Enticed by historically low interest rates and easy credit, about one-quarter of Canadians over 65 are retiring in debt, while some younger Canadians are caught in debt traps that can be “shocking” in size, a recent A...

February 25, 2015

Source: The Globe and Mail

The Globe and Mail's Rob Carrick speaks with Talbot Stevens, speaker and author, about why a market crash is the safest time to borrow to invest.

Methods in this video cannot be used with Mutual Funds.

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January 31, 2008

Article featuring Richard Y. Lee in the 2008 Round The Table magazine published by www.MDRT.org. 

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November 25, 2017

March 22, 2017

January 31, 2008

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