We all go through many challenges and trauma in our lives. We cannot anticipate or plan for them. Life experiences with unresolved money trauma can trigger anxiety, depression and unhealthy levels of risk taking. It could be a divorce, bankruptcy, […]
I’ve been dealing with this topic over the last two years in which I have had numerous family discussions amidst the loss of my two parents. I’ve also had conversations with many clients on having that talk with their families, […]
As a painter, I know the intrinsic value of Canadian art. I am enamored with the Group of Seven who referred to themselves as “adventurers in paint.” Theirs was a post-impressionist style that could accommodate the aesthetic inclinations of Art […]
There is one thing we do not like to see with our clients, Their estate being probated. Unfortunately, common sense or reasonability amongst financial institutions is marred by fear of reprisal if there is an error in the ownership and […]
We are here. Summer has flown by and we are back into the school routine. It’s the most wonderful time of the year! But is it? Being back at school involves its fair share of stress for both parents and […]
You know that on again off again debate about a potential recession heading our way. Economists and money people all have a wide range of opinions regarding this subject. Sure, it’s a common question from our clients and other colleagues. […]
In today’s fast-paced world, credit cards have become an indispensable financial tool, offering convenience and flexibility. However, improper use of credit cards can lead to financial challenges that are difficult to overcome. In this post, we will explore the dangers […]
I know this is everybody’s wish. To some day win a lottery. Of course, we have a greater chance of getting hit by lightening. Well, we can always hope we win. Believe it or not, some people have that factored […]
There’s been a lot of buzz around Registered Retirement Income Funds (RRIF) rules lately which led me to start the discussion about RRIF withdrawals. People in the financial services industry are starting to tout that the current RRIF withdrawal rules […]
We experienced it. Work commitments meant we had to cancel our annual vacation to Quebec City in September. Many people are choosing to forgo large trips. A want rather than a need to travel. While we all need time off […]
