There are more opinions on money then we think. In our encounters with various people, one of the things we need to understand is their perspective on money. It is integral to understand when creating their financial life plan. Face […]
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 […]
I think most people know I am not a fan of the Registered Retirement Savings Plan (RRSP) season. Do you want to know why? Check out my blog post from last year, “The Insanity of RRSP Season”. The essence 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, […]
What’s one thing that people do not want to experience during the Christmas season? Stress! The current commercial buildup to the festive season is so intense that some people get more stressed the closer it gets. The holiday should be […]
A divorce or the death of a spouse exacts an emotional toll. Unfortunately, each can also be a financial toll. Managing the transition from being married to being single means crossing a lot of items off a financial checklist — […]
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 […]
You can save money throughout the year, but the warm temperatures of summer provide some strategies that just don’t apply in the winter months. There are some obvious money-conserving strategies that probably have occurred to you already. For example, you […]
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, […]