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 clients and advisors is evolving rapidly, all thanks to technology. Videoconferencing sites such as Zoom […]
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 the mind of the other contractual party and agree to them. How many of us […]
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 finances. An acceptance of their understanding. It was about separating what we believe about money […]
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 answer. The questions will vary by people as will the answer. We have learned that […]
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 for people to be engaged. You may think you don’t need the help of a […]
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 stress and frustration and you can’t seem to find your way out that ever deepening […]
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 distinguished pleasure of serving people through a successful financial services brokerage with three offices and […]
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 schools for a while. What was needed was a complete overall and refocus. It is […]
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 be on the lake on Canada Day in a canoe. What can be more Canadian? […]
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 to breast cancer. The family was left reeling from a loss they weren’t prepared for. […]
