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. […]
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 […]
Now that we are into the second long weekend of our summer, I thought I would share some of the things I sometimes think about during our summer weekend obsession. It certainly should be a special time with family and […]
I was sitting at the Cottage, during the typical Muskoka rain storm, contemplating about what I wanted to write about for our new Northern River blog. I was also watching the Canada Day celebrations from Ottawa as Prime Minister Justin […]
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 […]
Good old summer time is upon us. In Canada, the May 24 long weekend signals the start of the traditional Canadian summer season. Having spent the weekend at the cottage, I was thinking of this morning’s blog posting. While I […]
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, […]
I was delighted to see the response we received for our recent blog post entitled “Starting Your New Financial Life Together.” Thank you. It seems to be a popular subject for many so we have decided to continue on that financial […]
There is a silent and swift shift in the way we have embraced cash in our society. In fact, Canadians are one of the leading societies in this movement. There are people who have said farewell to their wallets and […]









