I’ve had this topic in my list of future topics for a while and decided to cover it based on a conversation with a client this week. When I meet with clients, of course, I am always asking them is […]
Last week was a busy week with Black Friday, Cyber Monday, Giving Tuesday and the onset of Boxing “month.” All the retailers want us to think about Christmas shopping and planning for the Holiday Season. You know, the old saying, […]
Too few of us are prepared to deal with the financial challenges that tend to arise as our parents reach old age. This is something that needs to be broached when your parents are young and capable of making the […]
Lately, I’ve been hearing about how some people feel that the quality of financial advice provided by their Financial Advisors has been lacking. Does this sound familiar… “The only time I get a call from my Financial Advisor is during […]
One of the most common questions I am asked when engaging with a client for the first time is how often should we meet. Initially, as we draft their financial life plan, we meet more frequently. Once we have the […]
The family cottage up north. The cabin on the lake. The beach front property. A vacation property can take various forms for many people but one thing is certain. The need to ensure the proper family cottage succession strategy is […]
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 advice that has been available all along, much closer to home. That would, of course, […]
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 of rising interest rates that may leave many in financial difficulty. The reality is debt […]
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 had this discussion many times with newly engaged, married or cohabitating couples. This type of […]
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. There is something way more important to start the conversation with. We want to talk […]