Blog

Time & Money Freedom

7 December, 2016

Time & Money Freedom

What does time and money freedom mean? I believe that the answer is very individual.... Read More

The Domino Effect of Your Support

1 December, 2016

Do you support a local charity or group that is dear to your heart? It could be something that either inspires you or has had a significant impact on your life.... Read More

A Simple Idea and a Great Vision, Thank you Mr. Riccardo Donadon!

24 November, 2016

Filed Under: Financial Planning
A Simple Idea and a Great Vision, Thank you Mr. Riccardo Donadon!

“It Takes a Village” Nathalie Atkinson reported from Italy on the H-Farm that was “born from a simple idea and a great vision” This vision of “Simplicity, courage, ambition, curiosity, enthusiasm, ethics, determination – these are the values guiding... Read More

Travel Insurance

18 November, 2016

Filed Under: Financial Planning
Travel Insurance

I had no idea when I started in this business that there were different types of travel insurance—One time trip, Multiple trip, Emergency Medical, Trip Cancellation & Trip Interruption,... Read More

Scheduling Your Life

11 November, 2016

Scheduling Your Life

Scheduling Your Life... Read More

What Women Want! My Rant.

3 November, 2016

I am usually an appreciative type person, having learned so much of how this approach provides much more meaningful answers, from Christie Andrus, www.humanfactor.ca who teaches this in the work she does and she’s a friend of mine.... Read More

Unique Gift Open House

1 November, 2016

Filed Under: Events
Unique Gift Open House

Have you thought about the upcoming Holiday Season? Have you made your list? Come browse the Unique Gifts from local artisans & enjoy a tasty treat.... Read More

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