Since this blog post will be on July 1st, I thought I would dive into the history of Canada Day. I admit, I will hopefully be on the lake on Canada Day in a canoe. What can be more Canadian? […]
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. […]
This past weekend, a tradition in a town where our northern office is located, changed hands. I had the pleasure of assisting a client, a young couple, in acquiring a business of their dreams. A popular, well-known, and well-structured restaurant. […]
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 […]
The inspiration for this blog post came from my partner and I watching and photographing Ospreys recently. We watched as the Osprey partners worked together building a nest with the female on the nest arranging it and the male flying […]
Who’s got cabin fever? I find myself in the last few days staring out the window and waiting for all the snow and ice to disappear. It feels like spring. Like I needed to tell you. As Ernest Hemingway once […]
This past week saw a member of our family pass away after a courageous battle with cancer. Fortunately, he was a person who insisted his finances and related affairs were in order to make the transition to his survivors a […]
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 […]
We are now half way through the first month of 2019. Given the recent volatility in stocks and worries about the economy, predicting what the new year will bring is no easy task. But there are some steps you can […]