Put In The Hard Work For An Easier Retirement

Retirement planning has long-been regarded as both a science and an art, encompassing modeling and stress-testing for a confident transition, along with finding joy and purpose in your newfound time and accumulated wealth.

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The Missing Piece In Wealthtech May Just Be Humans

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.

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Preparing the Next Generation for Wealth – Steps for Success

In the second and final post of our “Preparing the Next Generation for Wealth” series, we look at aspects to not overlook in the planning stages and ways you can help prepare the next generation to become good custodians of the family legacy.

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Preparing the Next Generation for Wealth – Why It Matters

Most people turn to a financial advisor simply for a tax-efficient estate plan to ensure their heirs inherit as much as possible. But what good is that if the next generation are ill-equipped to deal with it, either because the money comes as a surprise or because they’re too entitled to handle such a windfall?

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Why Are You Really Still Working?

Back in August we dedicated our blog posts to the theme of re-envisioning retirement as an opportunity to re-invent one’s life. Forbes is weighing in on the subject matter of why people

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Proposed Tax Changes in Canada Could Stifle Large Charitable Gifts

When making a larger charitable donation to your choice of cause(s) it is sometimes encouraged to consider donating investments (ie. not the cash proceeds) because of amazingly generous tax benefits. If

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Why Wait Until Retirement To Maximize The Joy In Your Life?

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

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Dear 90 Year Old Me

This wonderful 4-minute video from our Head of Financial Life Strategies, Monique Madan (CFP), discusses one of the greatest predictors of future wealth.

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Humans Vs Retirement Podcast: How our money can make us truly ‘wealthy’ in retirement with Dr Daniel Crosby

One of the least discussed but most commonly made mistakes when retiring? We all know with certainty what we are retiring from but many of us do not have full clarity on what we are retiring to…

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The Taxing Issue of Succession Planning

Whether it’s the sight of Logan Roy foaming at the mouth at his conniving, inheritance-sucking kids in Succession or the recent Federal budget, which outlined new rules around intergenerational business transfers, the passing down of family wealth is a core part of a good financial plan.

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