Mathieu Paradis

Decorative pattern

Planning and Advice

Top 5 things clients need to know

My family doctor would make a fantastic financial advisor. He tells me what I need to hear, not what I want to hear. That’s what most clients want from their financial advisors.

By Mathieu Paradis |May 15, 2013

3 min read

Decorative pattern

Planning and Advice

Why you should be a control freak

I focus all my energy on what I can control and don’t stress about the rest.

By Mathieu Paradis |February 13, 2012

3 min read

Decorative pattern

Planning and Advice

Besting online sites, discount brokerages

Investment and insurance products are now commodities. If we try to compete on cost we will lose because there will always be a cheaper alternative. However, we can compete on another level that an online site or brokerage cannot – we can compete with personalized advice.

By Mathieu Paradis |November 9, 2011

1 min read

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