Our corporate tagline is Keeping Life Current. It guides our approach to financial life planning and plays on current planning. The river theme relates to the reality of life where it seems we are always up against the current. Life […]
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 […]
With the gargantuan increases in property values in most Canadian major cities, baby boomers are doing a lot of thinking. When do we make our move? Where do we make our move? Do we make our move? Hopefully, the kids […]
I’ve heard this argument before. I heard it again with respect to armchair economists. If we could solve all our world’s problems from the comfort of our living room, the world would be a better place. This can be construed […]
This past week two things happened. First, I realized how much older I am getting, and secondly, my eldest son and his girlfriend were thrilled to finally find their first apartment. Not that my age has got anything to do […]
Naturally, as I wrote this on Canada Day, I spent some time sending out our best wishes to clients, colleagues, family and friends. Yes, I am wearing red and shite. In fact, I just took delivery of a red and […]
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 […]
Writing my regular Northern River Reflection post for our corporate Facebook page today comes on a lazy Sunday morning at the cottage over one too many coffees. Let me retract, I used the word “lazy.” But that’s ok, I plan […]
Every Sunday, I take deliberate time to start my day. Every other day starts with a jolt. During this Sunday morning, I was thinking of the topic for this week’s blog. Writing is an important me time allowing me to […]









