by Sandi Martin | May 21, 2020 | Book Review, Investing
Book Review I had the pleasure of sitting in on a talk by Bonnie Foley-Wong of Pique Ventures on the concept of Integrated Investing for a small group of other advice-only planners. I now have a huge crush on her because of her passion for making a difference in the...
by Sandi Martin | Mar 16, 2020 | Book Review, Personal Finance
Results for "book review" Until I read Living Your Dream by Larry Wilson, I hadn’t found an all-purpose personal finance 101 book that delivers practical information in enough depth and breadth that I could responsibly recommend it. I’m happy to say that...
by Sandi Martin | Jan 15, 2020 | Book Review
Results for "book review" I thought when I picked up Your Digital Undertaker: Exploring Death in the Digital Age in Canada, that I’d learn more about how digital assets are treated after death, how to plan properly for my own digital assets and to guide...
by Sandi Martin | Nov 5, 2019 | Book Review, Retirement Planning
When our retirement income planning clients tell us they’ve read Retirement Income for Life, or one of Fred Vettese’s other books on retiring in Canada, I usually get very excited. No, it’s not because we’re huge book nerds at Spring and love talking to people who’ve...
by Kathryn Mandelcorn | Oct 4, 2019 | Book Review
As a business owner, how many times have you wondered why you have little to no profit at the end of the month or year? Especially when your accountant has shown you a profit on your financial statements but you are left wondering where that profit actually is! In...
by Karen Richardson | Sep 13, 2019 | Book Review
Working in the financial industry is truly a privilege. Participating in people’s money journey when our clients have the means to pay us and make changes to their financial situation is a great, great job. What isn’t easy is to see people struggling with their money...
