Frequently asked questions
about financial planning

Obviously there is more to financial planning than can be contained in any web page or booklet, but perhaps we can clear up a few questions. We are delighted to answer any further questions you may have.

Great thoughts on investment

"As far as I am concerned, the stock market doesn't exist. It is only there as a reference to see if anybody is offering to do anything foolish."
Michael Lee-Chin

"We have no predictive abilities or control over global trends, natural disaster, political upheavals, currency fluctuations and devaluation, social unrest, bad weather or manic-depressive stock markets. We do, however, have complete control over our own behaviour."
Warren Buffett

"Don't think about what the market's going to do; you have absolutely no control over that. Think about what you're going to do if it gets there."
William Eckhardt

"One of the safest times to invest is when the news is awful and markets are depressed; the Time of Deepest Gloom."
John Train

"A stock market is a great opportunity to pick up bargains left behind by investors who are fleeing the storm of panic."
Peter Lynch

"Just about every time you go against panic, you will be right if you can stick it out."
Jim Rogers

Berkshire Investment Group Inc. is in no way associated with Berkshire Hathaway Inc. or Warren Buffett.

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where Ron O'Grady is not qualified to effect sales.

Berkshire Investment Group Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such our Associates are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada (“MFDA”), Berkshire Investment Group Inc. is obligated to disclose to you that you may be dealing with companies other than Berkshire Investment Group Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Berkshire Investment Group Inc.:

* Deposit Instruments: GICs, Canada Savings Bonds;
* Fee for Service Financial Planning;
* Estate Planning;
* Tax Planning or Income Tax Preparation;
* Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

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