There is a new series on CBC called the Stats of Life. One episode was very revealing and reviewed the statistics behind three Canadian families. One struggling on an average income, a self-made woman, worth $100 million and a couple […]
I am on the Board of Directors for my local Habitat for Humanity Associate and I wanted to spend some time in the public front of our charity. I decided to volunteer in one of our local ReStores and was […]
Its amazing where one might draw an inspiration for writing. This morning, I was looking out through my window into the back garden, as I often am, watching the squirrels scurry about. A grey runs by with a nut, a […]
The proliferation of robo advisors, or automated online investment platforms, bringing low priced financial services out into the market, has received significant buzz over the past few years. As is prudent with anyone who provides professional financial services, it has […]
We need to re-define balance in our lives. A consistent discussion I have had with people is the concept of actual need versus want. In reviewing cash flows with clients, it leads to some interesting conversations. I am astonished at […]
For some, life is complicated. Maybe too complicated. We have been working with a new client recently and her story inspired me to explore ways to for people to simplify their financial life. Our client is a mom in her […]
In our throws of working with families and their finances, one of the items that is often left out of the plan is a properly planned family summer vacation. We usually see this in families with limited means or ones […]
This week has been a bit of a dichotomy for me as I sit hear pondering Dad’s Day and everything I have been blessed with. In the last week and half, I have been fortunate and blessed, as a Father, […]
Prudent financial advisors are always evaluating and re-envisioning their business practices to ensure they are current, relevant, and offering the best to their clients. This has been even more important in the past few years and moving forward. Traditional money […]
There its done and your 2016 tax return is filed just in time for the May 1st deadline. You even had an extra day this year. Now you wait for your refund. Its seems to be a right of passage […]