Financial planning should be about focusing on the values YOU want to live by today, tomorrow and into the future then under-writing the costs of making them come true.

All too often, the conversation veers towards the elements of their current daily lives that they can’t wait to get past. Less-than-satisfying workdays, endless chores and heavy responsibilities at home rob clients of joy every day.

New research on gender roles and earning capacity shows that despite the persistent wage gap, more women than ever are the primary income earners in their families.

What if we changed our world view and acknowledged that money does buy happiness? When interpreted correctly, this statement can be life changing.

This article explains how the Canadian banking system would deal with the banking turmoil that is currently affecting European and American banks. It’s timing is perfect; since I had two such discussions with clients just this week.

It’s easy to get caught up in jargon when you work in finance. There is no shortage of acronyms (RRSP, CPI, HISA…) and there are a lot of terms thrown around (bullish, bearish, doveish, hawkish). This article introduced a new one to me: “the five year, five year forward”. No wonder people stop listening. The terms that are most important are the ones that affect you and your household.

In this brief 3-minute video, we give you a look ahead to some important tax considerations for 2023.

Declaring a recession is only possible when we are looking back at the previous quarters’ economic performance. So, whether we are in a recession, approaching a recession or the magnitude of any recession that does appear, resilience is key.

I have been a student of behavioural finance since I graduated from university. In the early years, the focus was on how behaviour would affect your investment decisions.