Archive for June 2026
National Post article: Does this 84-year-old suffer from the ‘Multimillionaire’s Dilemma?’
Louise (not her real name) has far more money than she is ever likely to spend. She has always invested in equities and is comfortable with them. However, now at age 84, she is wondering whether she should invest more conservatively. This is a case study about the “Multi-Millionaire’s Dilemma.” Louise says: “Many of my…
Read MoreWhat Does Money Mean to You?
Have you ever stopped and really asked yourself: “What does money mean to me?” As financial advisors/ planners, we spend so much time talking about returns, projections, and strategies that we sometimes forget the most important element in a financial plan — the client’s relationship with money. Over the years, I’ve learned that before we…
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