Advice from the Sage Owl
Smart financial decisions come from clear thinking, not quick tips or one-size-fits-all advice.
Advice from the Sage Owl is where I share insights on financial planning, money decisions, and the real-life side of building confidence with money over time. These articles go beyond the numbers to help you think more critically, avoid common pitfalls, and navigate your financial life with a bit more wisdom and perspective.
New articles published every Tuesday.
A New Addition to Unconventional Wisdom: Meet Sabiha Mukadam
For more than 20 years, Unconventional Wisdom has been where I share financial planning ideas, strategies, and lessons I’ve learned from helping Canadians build better financial lives. Today, I’m excited to introduce someone who has been a key part of our team for the last 8 years: Sabiha Mukadam. Many of you may not know Sabiha, but she works closely with our full-service financial planning clients and has become an important part of helping them build and maintain their financial plans. Starting next week, Sabiha will be publishing new articles and videos every Tuesday, while my Thursday posts will continue just as…
What 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 talk about investments or retirement, we need to talk about meaning. Because money isn’t just numbers — it’s emotions, values, fears, hopes, and identity. What Money Means to Me Personally, money represents comfort and care — the ability to make life smoother not only for my immediate…