Newsletter
Newsletter
May 29, 2026
Needing photo ID is simply part of modern life. We use it for banking, medical appointments, government services, travel within Canada, legal documents, and sometimes…
May 29, 2026
One of the more surprising moments in estate planning often happens when families see the final numbers. We sit down, walk through the plan, and…
March 5, 2026
Over the past few days, news out of the Middle East - particularly involving Iran - has pushed geopolitical risk back into the headlines. When…
January 23, 2026
Every market cycle there seems to be a financial foil. We’ve had the Dot.Com Delusion, the Housing Crisis Hydra and the Pandemic Pause.  Today, the…
November 19, 2025
We recently hosted an educational webinar on the Canada Pension Plan (CPP) - with Michelle Munro, Director of Tax and Retirement Planning at Fidelity Investments…
November 6, 2025
It goes without saying that we want the best for our kids and grandkids. We want them to be physically healthy, emotionally intelligent, motivated and…
September 4, 2025
Most of us make charitable donations throughout year. It might be a nominal amount for a friend’s fun run or a larger sum for an…
July 28, 2025
Today, I want to discuss financial plans and why they are important and to extend an invitation for you to create or refine your existing…
June 17, 2025
I wanted to bring a development to your attention around the U.S. dividend-paying stocks you hold. Recently, the U.S. government has been considering a new…
May 7, 2025
We recently had a great session on navigating aging and elder care planning, led by Jeanette Bock—a certified professional consultant on aging and member of…
April 9, 2025
Since my mid-March article, we remain in a period of uncertainty and stress. We’ve all been through political, economic and market turbulence before, but this…
March 11, 2025
It’s no exaggeration to say that discussions around Trump and tariffs have eclipsed even the weather and real estate. Every morning, as I check Bloomberg,…
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