There’s nothing subtle about the appeals landing daily in our inboxes and mailboxes: “Please send your generous contribution today.” “Every gift counts.” “We’re counting on you to renew your support.” “You make a difference in the lives of….” They make […]
We’ve all heard of Freedom 55. The connotation is to hopefully be in a position to retire at the age of 55. I know a lot of people reading this right now would label this as wishful thinking. Well, just […]
Millennials are not inclined to get financial help or professional advice after receiving an inheritance, a recent survey from TD Bank says. The survey found that 83% of millennials who have received or expect to receive an inheritance feel confident […]
It’s a long game. You’ve got to have a strategy. Achieving early retirement is a pretty awesome feat. But that doesn’t mean early retirement is for everyone. This was something that we recently were discussing with a client who is […]
I’ve heard too much about the characteristics and attitudes of Millennials. I am tired of the labels, stereotypes, and misconceptions. One of them is that most Millennials probably think they don’t need to work with a financial planner yet because […]
This last week has been very emotional for some investors with a stock market correction that included the largest drop on the Dow Jones, in one day ever, by more then 1,000 points. This often leads to financial advisors getting […]
Right now, we are in the middle of the so-called Registered Retirement Savings Plan (RRSP) season. Currently, Canadians are bombarded with financial institutions soliciting them to contribute to RRSPs by March 1st. The decision to contribute to an RRSP should […]
Its amazing where one might draw an inspiration for writing. This morning, I was looking out through my window into the back garden, as I often am, watching the squirrels scurry about. A grey runs by with a nut, a […]
The proliferation of robo advisors, or automated online investment platforms, bringing low priced financial services out into the market, has received significant buzz over the past few years. As is prudent with anyone who provides professional financial services, it has […]
For some, life is complicated. Maybe too complicated. We have been working with a new client recently and her story inspired me to explore ways to for people to simplify their financial life. Our client is a mom in her […]
