Welcome to Gary’s $$$ and Sense Blog… Improving Financial Literacy One Post at a Time
Why did I create this blog
Recently I decided to focus on common sense ideas and tips and write them down so others could benefit from them just as my clients have.
I have written this blog for the average Canadian, the person who isn’t affluent but needs advice too. This sadly is an overlooked segment of the Canadian marketplace as advisors tend to focus on the affluent.
I have often said that an educated customer will in the long-run be more financially successful. This blog is my contribution to improving your financial literacy because it is good for you and good business for me.
Also, I have long subscribed to the notion that simpler is better when creating recommendations or plans for people to follow. So I have attempted to provide simple solutions to improving your finances.
Often I think people impart complex ideas to clients as a way of defining their importance in the client’s eyes. In my opinion one of two things will happen, no action is taken to solve the problem because the client doesn’t fully grasp the concept, or two, they begin the journey but give up when they realize how hard it is to follow the plan. Either way the client loses.
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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Gorr Financial.