Family Meetings Emerging
Repeated client planning situations has identified a growing trend with families dealing with estate and succession issues. One of our client’s recently lost his mother…
The Credibility of Financial Advice
We seem to be inundated with unsolicited and, sometimes bias, advice. This extends into my own area of professional practice. It is concerning in the…
Buying a Small Business
This past weekend, a tradition in a town where our northern office is located, changed hands. I had the pleasure of assisting a client, a…
Planning for Natural Disasters Financially
In many areas of Canada, at this time of year, people are facing spring time flooding of historical proportions. This hits close to home for…
Managing Your Money Together
The inspiration for this blog post came from my partner and I watching and photographing Ospreys recently. We watched as the Osprey partners worked together…
It Feels Like Spring
Who’s got cabin fever? I find myself in the last few days staring out the window and waiting for all the snow and ice to…
Dealing with Finances after a Death
This past week saw a member of our family pass away after a courageous battle with cancer. Fortunately, he was a person who insisted his…
Sage Advice for Snowbirds
Recently, we’ve had discussions with clients heading south to sanity in this wicked weather environment. Come winter, many “snowbirds” head south. If you plan to…
Finding Your Happy Place
I received a book I ordered through Indigo that I have been anxiously waiting for. Its called Once Around Algonquin by a friend named Kevin…
Planning for Creative Professionals
I had an interesting question posed to me recently. How do creatives engage with financial planners? Is it hard for creatives to embrace financial planning?…