Financial Planning Wisdom

Who Are the Wealthy and How Did They Get Rich?

As a financial planner, I’ve had a unique view into the full financial picture of thousands of Canadians and have read countless studies.  My experience spans clients of varying financial backgrounds, as well as countless conversations with readers of my blog, friends, and acquaintances.  Although our clients may not represent the entire population—they tend to…

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Take Control of Your Finances in One Step

Most people struggle with money.  It might feel like you’re the only one who doesn’t have it all figured out, but trust me, you’re not alone.  Over the last two months, I’ve had countless conversations with individuals just like you who are grappling with various financial concerns.  Let me share some of the common worries…

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How Long Will You Live?

Have you ever wondered how long you might live?  Understanding life expectancy is crucial for planning a secure and fulfilling future.  In my latest blog post, YouTube video and podcast episode I explore the dramatic changes in life expectancy over the past century, why it’s expected to continue increasing, and how this impacts your retirement…

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