Intergenerational wealth, on our TV screens at least, conjures images of Succession’s Logan Roy dismissing one of his weasel kids with a sneer and expletive. Roy, the fearsome patriarch, who built his business from nothing, watches in disgust as the heirs to his throne – who do no work of any note – connive and backstab in an effort to win the keys to more money and power.

Today, more teens are employed than they have been in over a decade. As of May, the Bureau of Labor Statistics shows unemployment rates for ages 16-19 among the lowest in the past 68 years. That’s good news for anyone contemplating the next generation of leaders – and for our economy.

We have been told that money doesn’t buy happiness since time immemorial. And yet, we still pursue wealth with longing and determination; sacrificing sleep, health, relationships and time.

As many of my clients know, I worked at a provincial office that managed the money of Ontarians who lacked mental capacity before embarking on private practice.

Wedding season is upon us. Money management is so foundational to a successful relationship that it is often the leading cause of divorce.

Higher interest rates may be unpleasant but banks have been bracing us for this trend for some time as evidenced by the stress-tests imposed on mortgages.

This article explains financial planning perfectly. If we use the medical analogy, a fee-for-service planner is like your family doctor or general practitioner.

 I will never understand why people like to classify entire swaths of the population and make conclusions on them based solely on age. 

The tax deadline is April 30th and many Canadians will soon be turning their attention to getting their tax slips in order. 

Who wouldn’t want a statistic indicating whether your accumulated wealth will support you throughout retirement across a randomized series of investment returns?