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 […]
Just like singing “Auld Lang Syne” every year so goes the need to create resolutions for the New Year. I remember last year our blog post focused on real resolutions that were value driven, wholesome, and achievable. Not just empty […]
So, begins my annual Christmas charade. The curse of commercialism. How a landslide of gifts has obliterated the true spirit of Christmas. The crass commercialism which surrounds the experience of holiday shopping, not to mention the prequel Black Friday, Cyber […]
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 […]
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 […]
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 — […]
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 […]
As we approach September, the subject of discussion in some of our meetings was how to prepare students heading off for post-secondary education. I reflected on one client who decided, that as a result of her experiences, to become financially literate. […]
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 […]