It’s a vital component to any business. Most people assume annual planning is limited to financial forecasting, projection, and budgeting. That can’t be further from the truth. Annual planning is the act of developing a strategy for the upcoming year […]
More and more, the elite concept of being wealthy is becoming true for people who never thought they would be. One of the key contributors to that is the increase in real estate values in Canada. Couple that with the […]
Two items that consume my time are financial life planning and nature. Until now, I hadn’t really taken time to understand how they interrelate and why I am so focused on them. I determined that incorporating the value of nature […]
We advocate for any one we encounter to seriously consider creating a financial plan. We all need a road map in our lives to coordinate our life’s goals and objectives. Where people do not have these identified, then that is […]
It seems that complete financial plans are getting longer and more complex for most clients. In the push to provide the most information possible, they are continually increasing the volume. This topic came to light when we were meeting a […]
Not everyone fits into this financial life planning mode. Those that are, and have a keen interest in charitable gifting and philanthropy, have a wonderful opportunity to leave a legacy. Regardless of the client, we make it a point of […]
There is a multitude of financial advisors in the marketplace. Employing the services of one can be extremely beneficial to an individual wanting to reach an investment goal or other financial objectives. It is important to know which types of […]
I thought I would take a different tack on this post and share about one of the strongest tools we use in client communication. The art of storytelling. We build trust by sharing personal stories with our clients. These relatable […]
Financial literacy, and its promotion, is meant to raise awareness of the importance of financial education and the consequences of a lack of knowledge about personal finances. Its so important that the month of November is recognized a Financial Literacy […]
A core practice area for us is corporate financial life planning. It is clear that corporations do have some inherent planning tools. One of the key areas is maximizing the use of corporate financial assets. The trouble is many corporations […]
