Most people are aware of the importance of financial life planning for their own personal affairs. Few understand it in the context of a small business. Some are aware of business planning like marketing and budgeting but many are not […]
In the business of financial life planning, I answer a lot of questions. Many centre around money management. It’s no surprise that I spend a lot of my time answering questions and dispensing advice to help people make better choices […]
This past week, I have had a lesson in politeness. Something that, to a large degree, is missing in our world. And the lesson was shared by a young lad at a restaurant up north. As I was coming out […]
Well it certainly will be different this year. The annual summer vacation where most people’s plans are pulled apart as a result of the Pandemic. But thinking differently about the family vacation time can help you get a family getaway […]
Our core focus is as a Financial Life Planning firm. But despite all the formalized planning, life can get in the way. Especially as it has in the last few months. There was nothing we could do about it and […]
Surfacing from this Pandemic, we are all talking about returning to normal. Perhaps a new normal. We’ve had plenty of time to reflect on what we want to come out of the gate and do. The things we have not […]
Face it, we have entered a new world where we will find a new form of normalcy. Forget what you’ve heard in past. Here are the new rules for post-pandemic retirement. As the Coronavirus Pandemic (Pandemic) upends the economy, there’s […]
As Canada and the Provinces start to talk about a post pandemic world and exiting self-isolation and slowly opening up our economy, many Canadians are having to deal with swift and huge impacts on their family finances and their future. […]
I had a discussion this week with a client who is facing what many people are facing in the course of the current Pandemic. She is a freelance business consultant and educator. She primarily makes money off of speaking engagements […]
We are living in a time that is unique to our history. Not since the Second World War have we been implementing health and financial support mechanisms to provide for the safety and support of Canadians. We are subject to […]