Happy 2018 everyone! Hope your December was fun and relaxing! The times I have spent with clients to help them get a handle on their monthly spending has always been very fruitful. At first some are reluctant to put in the effort to track all of the transactions for a...
With regards to responsible or sustainable investing a client recently asked me: Are you recommending this investment for moral purposes? He wanted to know if he would be sacrificing a good rate of return for doing the right thing. Maybe in the past that might have...
This blog post will follow the format of a news article by listing noteworthy financial events that will affect many Canadians. Here they are in order of importance: Bill C-27 is rightly back in the news. The government has quietly tried to slip this into law,...
For the most part my blog posts have leaned towards the more factual side of topics related to your money and finances. I thought I would make this blog post more personal where maybe you could get a glimpse of my personality and values, so you would know I am more...
We do a lot of verification in our lives. Is the front door locked? When does the oil in the car need changing? We go to the dentist for a checkup. Your credit score and report are 2 items in your financial life that are rarely given a thought. That is until you find... 
