by Julia Chung | Sep 22, 2020 | Case Study, 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 Julia Chung | Aug 24, 2020 | Monthly Spring Update, Personal Finance
Julia Chung In Canada, we often think that summer is over when August is over. However, we like to remind ourselves (and anyone else who might listen) that the summer season in the Northern Hemisphere is absolutely not over until Tuesday, September 22nd. That’s right:...
by Julia Chung | Aug 19, 2020 | Case Study, Disability, Disabled Child, Long Term Care
Julia Chung In this month’s case study, we’re sharing the financial story of a family with a disabled child who will require long term care. Before we introduce you, we’re circling waaay back to the beginning of the year (was that just eight months ago?!), when we let...
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 Julia Chung | May 26, 2020 | COVID-19, Design Thinking, Monthly Spring Update
Results for "case study" The Spring team kicks off each calendar year with a post we call What We Want for You in… *current year.* For 2020, we wanted you to have practical examples of design thinking – the implementation of last year’s theme –...
