There is a multitude of financial advisors in the marketplace. Employing the services of one can be extremely beneficial to an individual wanting to reach an investment goal or other financial objectives. It is important to know which types of […]
Our last six months has re-affirmed our belief that everyone should have a financial life plan. As a fundamental part of our virtual business transformation to non face-to-face meetings and online administration, my company recently re-thought our planning philosophy. From […]
Most people are aware of the importance of financial life planning for their own personal affairs. Few understand it in the context of a small business. Some are aware of business planning like marketing and budgeting but many are not […]
As Canada and the Provinces start to talk about a post pandemic world and exiting self-isolation and slowly opening up our economy, many Canadians are having to deal with swift and huge impacts on their family finances and their future. […]
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 […]
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. […]
In many areas of Canada, at this time of year, people are facing spring time flooding of historical proportions. This hits close to home for me as many people who live in Ontario cottage country are being directly affected. It […]
Recently, we’ve had discussions with clients heading south to sanity in this wicked weather environment. Come winter, many “snowbirds” head south. If you plan to escape Canada for the winter, be certain your financial life is in order before you […]
I had an interesting question posed to me recently. How do creatives engage with financial planners? Is it hard for creatives to embrace financial planning? Is the analytical side of planning a challenge for the creative minded? To define a […]