Blog

Book Review “Single by Choice or Chance” By Jill O’Donnell & Jackie Porter

26 October, 2016

Filed Under: Financial Planning
Book Review “Single by Choice or Chance” By Jill O’Donnell & Jackie Porter

It is an easy read that will inspire you to really think about what the next chapters of your life, especially retirement will look like for you and how to... Read More

Meaningful Conversations about Leaving a Legacy

20 October, 2016

Lately I’ve been having much more meaningful conversations with my clients about the type of legacy they want to leave when their time on this earth comes to an end. I thank the Canadian Association of Gift Planners (CAGP)... Read More

Celebrating Responsible Investment Week

18 October, 2016

October 17th to 21st, 2016 A week dedicated to education and awareness  about responsible investment (RI), with events across Canada  Make money, responsibly I once heard on the radio, during a Congressional Hearing in the U.S., following the financial...... Read More

Christmas is Less than 100 Days Away!

6 October, 2016

Filed Under: Events

I know some of you will be annoyed when you read this title! How can we think of Christmas when the kids have just gotten back to school? There is so much to do before the cold weather arrives. As part of a farm family, I hear you. There is a lot of ...... Read More