Some Motherly Financial Life Advice
Many people await the words of professional advisors for advice to direct our financial decisions. What we may not appreciate is the great source of…
Living Your New Financial Life Together
I was delighted to see the response we received for our recent blog post entitled “Starting Your New Financial Life Together.” Thank you. It seems to…
Canada’s Cashless Psychology
There is a silent and swift shift in the way we have embraced cash in our society. In fact, Canadians are one of the leading…
A Personal Debt Perspective
In the news, there seems to be an ever more frequent reference to the increasing level of personal debt carried by Canadians and the perils…
Planning Your New Financial Life Together
Marriage or deciding to live together introduces changes in a new couple’s financial situation that will affect all aspects of their life together. I have…
It’s Not All About The Money
If prospective clients want to talk about what the market is doing every hour, then we may not be the financial planning firm for them…
Financial Spring Cleaning
I was sitting watching the rain outside the other day in the middle of what is usually a cold and snowy February day. As usual,…
RRSP Season Lessons Learned
RRSP season has supposedly arrived. It arrives every year for the first 60 days of the year thanks to the commercial endorsement of our Financial…
The Insanity of RRSP Season
There seems to be more and more commercials popping up featuring grey-haired models taking part in activities such as sitting in outdoor bathtubs, frolicking at…
Real New Year’s Resolutions
It’s January 2016, which means one thing – it’s time for those dreaded New Year’s resolutions. Every year millions of us will make those same…










