Steve

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…

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…

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…

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…

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…

In many businesses, the owners need to explain the positive reasons of why they should work for you. The value proposition needs to be well-established…

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…

This week I’m turning another year older. I am more than content with where I am in my life and my career. I have the…

Ontario has recently introduced a revamped financial literacy program into its high school curriculum. Well sort of. It has pre-existed as an elective in some…

Since this blog post will be on July 1st, I thought I would dive into the history of Canada Day. I admit, I will hopefully…