Whether you’re a couple coming together for the first time or into a second relationship, deciding on your money matters is not an easy conversation. Hopefully, as a couple, you can sit down and work out a strategy that works […]
One of the things that my partner wanted for Christmas was a subscription to a magazine called Simplify. It centres on a trend to minimalism. Life for many has become too complicated with a focus on wants, not necessarily needs. […]
We have just gone through the process of selling a family cottage as part of a generational right of passage. In our case, the cottage was too large and the generational kids did not want to undertake the acquisition. Times […]
As we are amidst the largest shopping season of the year, I wanted to spend a few moments discussing an ever more increasingly asked question. Is Canada moving towards a cashless society? Its something I spoke about in a blog […]
You know that molehill that is now a mountain? That forever growing weight on your shoulders that is like an annoying itch. It causes daily stress and frustration and you can’t seem to find your way out that ever deepening […]
There are many who don’t live in their world. The world of the wealthy. We often get questions on how do they do it. How do they acquire wealth? How do they stay wealthy? Sure, some people are born into […]
From how people find advisors, to how they interact with them, to how they exchange information and content and draft financial plans, the relationship between clients and advisors is evolving rapidly, all thanks to technology. Videoconferencing sites such as Zoom […]
There is so much legalese and loopholes out there in contract world. Mostly we chose to not read them, assume our best interests are in the mind of the other contractual party and agree to them. How many of us […]
I had a conversation with a client last week that really sent my brain humming. It concerned whether people have true faith in their own finances. An acceptance of their understanding. It was about separating what we believe about money […]
What does retirement mean to you? When is the right time to retire? What should you expect in retirement? Common questions certainly, but no clear answer. The questions will vary by people as will the answer. We have learned that […]