Alright, I’ll do it. I’ll address one of the most common questions we are asked. In our days of the decline of the use of cash, increasingly people are using plastic. In fact, you probably have at least one credit […]
In these days of online information and robo-advice, the true role of a financial advisor has become muddied and ambiguous. Fintech has its disruptors. The volume and value of financial information obtained on the internet is only as good as […]
Spring brings back the sun and is refreshening. People like to plan vacations during Spring Break to take advantage of the much-needed time off. However, those plans may never materialize because money can be a limiting factor. Worrying about money […]
Given that it is the time of year that is coined as RRSP season, I though I would evaluate the concept that most people are inundated with. You know the issues that come to mind when deciding in a rush […]
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 […]
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, […]