While computers and AI have improved efficiency, many believe that human concern and advice will continue to be the most meaningful part of the financial industry. FinTech works to improve efficiency of administrative tasks; which in turn gives us more time to worry about my clients wealth, wellness and well-being.

According to Positive Psychologist theorists, meaning – the service to something larger than yourself – is one of 5 primary drivers of life satisfaction.

Clients can benefit greatly from a comprehensive expense review, including bottom-up and top-down assessments. This article highlights the importance of accurately understanding your expenses for retirement planning.

Clients can benefit greatly from a comprehensive expense review, including bottom-up and top-down assessments. This article highlights the importance of accurately understanding your expenses for retirement planning.

Clients can benefit greatly from a comprehensive expense review, including bottom-up and top-down assessments. This article highlights the importance of accurately understanding your expenses for retirement planning.

Co-op and other paid-internship programs are becoming increasingly valuable for young career starters.

Sometimes we spend so much time preparing for what’s to come, that we forget to maximize the joy in our every day.

From the practical point of view, nothing beats the feeling of reassurance that a solid bank balance and investment portfolio provides.  As Ms. Benz describes in this article, not having to live on a budget – because we have become accustomed to an affordable and satisfying standard of living – comes a close second.

Rising interest rates can be a motivating factor for many in paying of a mortgage, but there are pros and cons to using TFSA savings.