Five Very Good Reasons to Support the Performing Arts

27 November, 2015

I would like to start with a story, if I may. A story that I was going to tell as a “rags to riches” fantasy, in the second person, keeping the story as far removed from me as possible. I decided, even though I don’t particularly like exposing myself... Read More

How do you plan after a seperation or divorce?

24 November, 2015

If you have been through this process, as I have, you know that there is a lot of information out there that it would have been helpful to have known at the start. Of course, hindsight is 20/20, but how do you move forward now? How does this affect your... Read More

Dementia overview and financial ethics

13 November, 2015

Imagine how delighted I was when Yvonne Poulin of Dementia Care Consulting reached out to me via Linked-In and suggested I take her course on Dementia and Financial Ethics. Given my belief in putting clients’ needs first, I wondered what I could possibly... Read More

Is there a place for humour in the financial planning process?

2 November, 2015

Let’s start with a test! Please answer the following, True (T), False (F), or Depends (D).    There is no room for humour in the Financial Planning Process – T, F, D  Dealing with money is very serious business so there is no room for humour – T, F, D ... Read More