by Julia Chung | Sep 28, 2020 | Front Page, Monthly Spring Update, Personal Finance
Results for "olivia" How is your September going? Over at Spring, we are all back at our desks after a summer filled with holidays exploring our local communities. With team members spread from coast to coast, we have been able to share our explorations with...
by Julia Chung | Sep 22, 2020 | Case Study, Front Page, portfolio review, Portfolio Second Opinion
Case Study Welcome back to another exciting installment in our 2020 series of case studies. This month, we’re introducing you to Olivia, who came to us looking for a portfolio review. Our case studies use real stories about real clients (mashed up with many other...
by Karen Richardson | Sep 8, 2020 | Canadian Personal Finance News
This month’s top reads from Karen Richardson focuses on providing parents and teens with the tools to help create money smart kids! As a mom of a busy family, September is a month full of new beginnings for me each year. Kids are heading back to school (or some...