Getting Organized

Getting Organized

Managing Your Money  A few years ago, a woman contacted me frantically looking for help. She had spent much of the past year caring for her dying father and had relinquished many of her own responsibilities....
Women: Take your seat at the table

Women: Take your seat at the table

Managing Your Money By 2026, women are expected to control half of Canada’s household wealth. Are we ready? We’ve all heard the expression “women are a force to be reckoned with.” That is increasingly true in...
Let’s Talk About Money! Or Maybe Not…

Let’s Talk About Money! Or Maybe Not…

Managing Your Money I mean it, let’s really talk about money! According to a recent study by FP Canada, about 25% of Canadians believe talking about money is taboo, right up there with sex, religion, and pol...

It has done well, so why sell it?

Managing Your Money This is a follow up to last month’s article about concentration risk. I received a few calls from people who have ridden the decade-long bull market and are now in a position where some o...

Concentration…. a hidden risk

Managing Your Money I recently had a very nice lady contact me for a second opinion on her portfolio. She is recently retired and trying to make sure that her investments are in good order. Mary, as we’ll ca...