Category Archives: General Finance

It’s important to reflect on your successes

“Never let the things you want make you forget the things you have.” – Unknown Recently, I took a weekend course with a friend. It’s a course I’ve taken a few times before and always found impactful (which is why I keep going back!) but for my friend, it was the first time that she’d taken

Financial spring cleaning

“One of the advantages of being disorderly is that one is constantly making exciting discoveries.” – A.A. Milne Even though I’ve lived in Canada for 15 years, I’ve never totally adjusted to the fact that the winters are so long. Every year, I expect Spring to start in April and every year Mother Nature sends

Get your finances in order

Just about every blog that I type is triggered by an event, situation or case that I have come across in my day to day role as a Financial Advisor. Recently I began working with a family who’s Mother has required long term care. The adult children are working through all of their Mother’s files

Five Things Every Teen Should Understand About Money

“An investment in knowledge pays the best interest.” – Benjamin Franklin Whenever I do education sessions, I always make a point to remind the under 25s in the room that they are the most powerful wealth builders because they have time on their side. The magic of compound interest means that, even a small amount

Creating a Catalyst for Financial Change

“Catalyst: to spark, to ignite, energize, mobilize; something that accelerates a reaction.” (DDI) With two months of the year behind us, I think it’s safe to suggest that, for the vast majority of us, the resolutions we made with such conviction 10 weeks ago, have faded into distant (and perhaps, slightly uncomfortable) memories. No matter

Three Lifestyle Investments for success

“The only lasting investment, is an investment in yourself.” – Jeffrey Benjamin When it comes to financial planning, one of the challenges is stepping back far enough to be able to see the big picture. Logically, we know that building wealth is a numbers game and so we tend to direct most of our focus on