The man in front of me looked at me like I had four heads. “I am 52 years old; I just don’t see how this could work.” He was absolutely adamant, but then he paused. And in that pause, you could almost feel the tiniest bit of hope creep in. “… right?”

During the initial phases of the PULSE process with a client, I remember staring in confusion at the numbers she provided me for her income...

“Tax news” doesn’t exactly sound like something you’d be excited to read about. But you should be. (Or at the very least, your Certified Financial Planner ® should be excited to tell you about it!)

Have you ever held back on something because it would “cost” too much? Because you couldn’t justify it, financially?

It only took 8 days after Cindy called. A 40-minute phone call, and 8 days later we were in Costa Rica. In just over a week after one phone call, I was walking

If you have a Will, you expect that it will be followed. If you designate your RRSP to your surviving spouse, for example, you expect them to receive it.

Whether you are engaged or already married, you should have a prenuptial agreement (or a marriage contract if you’ve already tied the knot). Yes, even if you don’t have vast sums of wealth or assets. The reason why might surprise you.

Divorce is hard – there is no question about that. Separating two lives from each other comes with its own unique financial challenges. But you can take steps to make the process easier on yourself.

Recently, my client had to give up her dog, Macey. It was a heart-wrenching decision, but it was the right one for her. Lauren has been diagnosed with some health issues that mean

A friend of mine recently broke up with her hair stylist. She was always happy with the cut and colour itself. But, my friend is exceptionally introverted. She prefers silence over small talk.

If you were deciding between two things, would how much they cost be the thing that sways you one way or the other? What if that “thing” you were deciding on was what retirement residence your aging parent should live in, or which daycare to send your child too?

When the markets dip, it can feel like a punch to the gut. It can be tempting to cut your losses and get out, if only to slow the tide of anxiety that

There are risks associated with everything. Driving your car. Eating at a restaurant. Using your phone. But there are ways to mitigate those risks so you can still accomplish what you want: getting from point a to point b, eating something delicious, staying connected.

Have you considered continuing to give, even after you’re gone? Including a gift to charity in your Will can have several positive impacts: on the organization itself AND on your other beneficiaries. Read my latest blog to find out how.

A second marriage is an amazing thing. It’s another chance at love and happiness. But it can also be much more financially complex than a first marriage.

If you had to shell out $12,000 for an unexpected household repair like my client did recently, how would you pay for it? Do you have an emergency fund you could use to cover it? Or would you be dipping into other savings to get things done?

I got into financial planning because of a cleft lip and palette. I am the first to admit that the story of how I got into this industry isn’t exactly typical. I didn’t grow up admiring the Wolf of Wall Street and ...

Receiving an inheritance can feel like a mixed blessing. It means that someone you love is gone. It also means that someone cared enough about you to want to financially provide for you

What would happen if everything in your life changed, practically overnight? Would you know who to call and how to manage your finances to shift gears quickly enough to land on your feet? Do you know exactly what protections you have in place, and how and when they would kick in?

I recently received a surprising referral from an existing client. My client is in her mid-thirties. I’ve been working with her for several years, and we’ve accomplished a lot together. I

Paying less in fees for your investment accounts sounds like a good thing. Many big advisory firms advertise low fees. But lower fees can come with some surprising costs. Read my latest blog to find out how fees aren’t always as straightforward as they seem.