by Julia Chung | Jun 29, 2020 | COVID-19, Monthly Spring Update
Julia Chung What a month, what a year. It’s hard to be a person right now, and it’s hard to be mindful, goal-oriented, and thoughtful about our futures. It’s times like these that, more than ever, we need to rely on our plans. We gave our thoughts on all of...
by Darryl Brown | Jun 24, 2020 | Case Study, Front Page, Personal Finance, Portfolio IQ, Portfolio Second Opinion
Darryl Brown Welcome back to another case study! If you’re new here, our case studies involve mushing together similar client stories, scrubbing away any identifying details, and sharing how we’re helping Canadians in various financial situations with cash flow,...
by Sandi Martin | Jun 9, 2020 | Canadian Personal Finance News, Financial Wellness Plan, Personal Finance
Financial Wellness Plan & Amplifying Diverse Voices The purpose of our regular Great Reads feature has always been to reduce the mind-boggling number of smart and interesting articles, blog posts, podcasts (and occasional comic strips) produced in a given month to...
