Thoughts on Privilege In Financial Advice

Normally on the first or second Tuesday of the month I’m compiling and sending out a Top Three email to subscribers, highlighting the latest collection of thought-provoking, or informative posts on investing, the finance industry, retirement planning, or... read more

Practice News: Collaboration with JYC Financial

It’s the best time of the year! Summer in Muskoka with three young kids means lots of late afternoons at the beach, so if you happen to be in Gravenhurst on a sunny day right before dinner…you’ll know where to find me. Typically, the summer months... read more

Quick Update: Retirement Income Interview

In case you’ve been missing Because Money (on hiatus as we plan for Season Three), I just did an interview with Kornel Szrejber on retirement income planning, and we managed to squeeze a few laughs out of what is traditionally a less-than-hilarious topic.  Some... read more
Go Ahead, Spend Your Tax Refund

Go Ahead, Spend Your Tax Refund

Ah, spring. The time of year when flowers bloom, birds sing, and the entire internet starts yelling at you for getting a tax refund or – even worse – getting a tax refund and then spending it. The horror. The conventional wisdom goes something like this:... read more
UPDATED: Canadian Investment Fee Calculator

UPDATED: Canadian Investment Fee Calculator

Welcome to the investment fee calculator, built to compare the cost of investing across Canada with online portfolio management companies like Nest Wealth, Justwealth, WealthBar, Steadyhand, Wealthsimple, BMO SmartFolio, Invisor, ModernAdvisor, and Portfolio IQ. (For... read more
Now What?

Now What?

Hi Sandi I know you are often looking for article ideas and I’m wondering if you would feel in the mood to write something to motivate folks who are doing okay, have a plan, no debt,….but need to avoid the temptation to go into debt (aka buy a cottage).... read more
What I Want For You In 2016

What I Want For You In 2016

Last year, what I wanted most for you was clarity, remember? How would your life be better if you were absolutely clear about what you want your life to look like, the resources you have or will have at your disposal, and the obstacles that you’ll have to get over,... read more

Spring (In Your Inbox)

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