Wealth Management

Wealth management is the practice of putting your savings to work so that it continues to grow over your lifetime and will also benefit your heirs. Wealth management encompasses many different areas of investing like long term investment planning and retirement planning.

If you’re new to investing, a good place to start managing your wealth is to consult your tax preparer or accountant. They may be able to provide you with financial planning services. They may also be able to refer you to somebody who can.

There are three types of professional wealth management services you can use.

A full service stock broker – A good stock broker is one who understands investing and who has the integrity to settle conflicts of interest in the client’s favour. Good stock brokers can provide an effective and economical way to manage your investments. But if you are going to use a full-service broker, take the time to find a broker you can trust.
A discount stock broker – A discount stock broker will simply carry out buy and sell orders for their clients, and charge lower commission rates than full-service brokers. You pay even lower commissions if you trade stocks online, instead of placing orders over the phone.
Portfolio managers – A portfolio manager is someone who fully manages your wealth portfolio and has a fiduciary responsibility to make sound investment decisions on your behalf. Portfolio managers are more stringently regulated than full-service or discount brokers.

How Successful Investors Get RICH

Learn everything you need to know in ‘The Canadian Guide on How to Invest in Stocks Successfully’ for FREE from The Successful Investor.

How to Invest In Stocks Guide: Find 10 factors that make your investments safer and stronger.

Here are more quality stocks to power your 2020 returns

February 13, 2020|Pat McKeough|Wealth Management

In addition to our feature stock this month BCE, we’re presenting you with many more ways to boost your returns and temper your risk.
For example, Suncor remains a great pick for the Resources portion of your portfolio. As an integrated oil producer, which both produces crude and… Read More

Build on your #1 picks!

February 6, 2020|Pat McKeough|Wealth Management

Welcome to this special issue of Canadian Wealth Advisor! In addition to your three 2020 #1 picks, this issue highlights several high-quality stocks and some top international ETFs—all with the power to lift your returns this year.
But first, let’s take a look at how last year’s… Read More

Stock Pickers Digest Hotline – Thursday, June 30, 2016

June 30, 2016|Pat McKeough|Wealth Management

PLEASE NOTE: Our next Hotline will go out on Friday, July 8, 2016.

HECLA MINING CO., $5.10, symbol HL on New York, explores for, mines and processes silver and gold in the U.S., Canada and Mexico.

In 2012, the company paid $3.2 million for a 19.9%… Read More

Wall Street Stock Forecaster Hotline – Thursday, June 30, 2016

June 30, 2016|Pat McKeough|Wealth Management

PLEASE NOTE: Our next Hotline will go out on Friday, July 8, 2016.

MONDELEZ INTERNATIONAL INC., $45.51, Nasdaq symbol MDLZ, makes cookies and biscuits (Oreo, Chips Ahoy, Ritz), chocolate bars (Cadbury, Toblerone), gum and candy (Trident, Chiclets) and Halls cough drops.

On Thursday, the company offered to… Read More

Hi Pat: I have had the misfortune of investing in Pinetree Capital. Do you think it is worth holding onto this stock?

June 28, 2016|Pat McKeough|Wealth Management

A: Pinetree Capital, $0.04, symbol PNP on Toronto (Shares outstanding: 452.3 million; Market cap: $13.6 million; www.pinetreecapital.com), is an investment and merchant-banking firm that focuses on highly speculative small-cap stocks. It mainly focuses on resources, technology and biotech.
Pinetree took on a.. Read More

Hi: Just wondering about Ag Growth. As the world population grows, I see the farming service industry as highly important. Ag Growth offers an interesting investment opportunity as it is focused on grain storage and handling solutions in markets (Canada and the U.S.) where demand for planting acreage is growing. Thanks.

June 28, 2016|Pat McKeough|Wealth Management

A: Ag Growth International Inc., $39.56, symbol AFN on Toronto (Shares outstanding: 14.7 million; Market cap: $586.2 million; www.aggrowth.com), is a leading maker of portable and stationary grain-handling, storage and processing equipment.

Based in Winnipeg, the company sells its products through dealers and distributors in Canada… Read More

Hi, Pat. What do you think about Tesla?

June 28, 2016|Pat McKeough|Wealth Management

A: Tesla Motors, $202.47, symbol TSLA on Nasdaq (Shares outstanding: 145.9 million; Market cap: $29.2 billion; www.teslamotors.com), develops and builds fully electric vehicles. The company operates its own sales and service network in North America, Europe and Asia.
Tesla currently makes two models,… Read More

What is Pat’s commentary for the week of June 28, 2016

June 28, 2016|Pat McKeough|Wealth Management

We designed our three-part Successful Investor strategy to improve your investing results and simplify your investing.

Our first rule—invest mainly in well-established stocks with a history of earnings and dividends—helps you eliminate a lot of unprofitable stocks that might otherwise have some appeal.

Rule two—spread your money… Read More

What is Pat’s commentary for the week of June 21, 2016

June 21, 2016|Pat McKeough|Wealth Management

On the whole, investors have underestimated Canada’s top bank stocks for as long as I’ve been in the investment business. As a result, these stocks have often traded at attractive share prices. Because they were growing, and cheaper in many respects than other stocks, they… Read More

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