March 2023
February 2023
January 2023
December 2022
November 2022
October 2022
September 2022
August 2022
July 2022
- 22: Quarterly Market Clinic
- 21: Strategies for spending, costs and income in retirement
- 21: 2022 July Update
June 2022
- 13: 2022 June Update
May 2022
- 13: 2022 May Update
April 2022
March 2022
February 2022
January 2022
December 2021
November 2021
- 19: 2021 November Update
- 16: Estate Planning is About Expressing Your Values
- 11: Grow Their Wealth Episode One: Julia Chung
October 2021
September 2021
August 2021
July 2021
- 20: 2021 July Update
- 20: Retirement Strategies for Your Unique Values
- 06: Your Life, Well Spent (pun intended) with Sandi Martin
June 2021
- 29: Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung
- 25: 2021 June Update
- 15: What Does Freedom Mean to You
May 2021
April 2021
- 27: 2021 Federal Budget Summary
- 23: 2021 April Update
- 20: Understand and Value Your Time
- 20: Family Matters: Money and Meaning
- 08: How to Use Design Thinking to Revamp Your Finances
March 2021
February 2021
- 22: 2021 February Update
- 16: How much has the pandemic hurt your retirement plans?
- 16: Safety and Security
January 2021
- 25: What We Want for You in 2021
- 22: 2021 January Update
- 14: January’s Top Reads
- 07: What to Expect from the upcoming 2020 Tax Season
December 2020
- 14: 2020 December Update
- 08: December’s Top Reads
- 03: The Math and Strategy of Retirement Planning: A Case Study
November 2020
October 2020
- 30: Design Thinking for Advisors
- 28: Market 2020 Clinic
- 26: 2020 October Update
- 20: Helping Parents Achieve Retirement: A Case Study
- 19: Second COVID-19 Wave and Parents’ Dilemma on Returning to Work
- 14: October’s Top Reads
- 06: Financial Intimacy by Jacquette Timmons: A Book Review
September 2020
- 28: 2020 September Update
- 22: Portfolio Review and Investment Manager search: A Case Study
- 08: Money Smart Kids – September’s Great Reads
August 2020
- 24: August 2020 Update
- 19: Disabled Child: Financial Planning for Long Term Care
- 13: Our Money Stories by Eugenié George: A Book Review
- 11: Spring’s August Top Reads
July 2020
June 2020
May 2020
- 26: May 2020 Update
- 25: Variable Income Case Study: Terri
- 21: Integrated Investing by Bonnie Foley-Wong Book Review
- 16: Tender Money Conversations
April 2020
- 27: April 2020 Update
- 17: Line of Credit Debt Case Study
- 14: April’s Great Reads
- 03: CERB and COVID-19 Cash Flow Clinic
March 2020
- 30: March 2020 Update
- 24: Financial Markets & COVID-19
- 19: Retired Widow: Case Study
- 16: Book Review: Living Your Dream by Larry Wilson
- 10: March’s Top Three Reads
February 2020
- 25: February 2020 Update
- 20: Renovation, Kids, and Cash Flow: Case Study
- 11: February’s Top Three Reads
January 2020
- 28: What We Want for You in 2020
- 27: January 2020 Update
- 20: Big Shiny Numbers 2020
- 15: Book Review: Your Digital Undertaker by Sharon Hartung
- 14: January’s Top Three Reads
December 2019
- 17: December 2019 Update
- 16: Your Design Thinking Action Plan
- 11: Where Do I Save Next
- 10: December’s Top Three Holiday Reads
November 2019
- 25: November 2019 Update
- 21: Design Thinking: Post-Retirement Income
- 19: Holiday Financial Gifts
- 15: Whatever You Do, Don’t Retire Alone (And Other Helpful Advice)
- 13: The Surprising Downside of a Sunny Retirement
- 12: November’s Top Three Favourite Reads
- 05: Book Review: Retirement Income for Life by Fred Vettese
October 2019
- 31: Subscription-based financial advice begins to take hold in Canada
- 21: October 2019 Update
- 18: Introducing Darryl Brown
- 15: Design Thinking: Charitable Giving
- 10: Budgets, Cash Flow Plans, and Spending. Yawn.
- 04: Book Review: Profit First by Mike Michalowicz
September 2019
- 30: The best way to generate cash from your investments in retirement?
- 23: First-Time Home Buyer Incentive: What You Need to Know
- 23: September 2019 Update
- 20: Design Thinking: Retirement Income
- 18: September’s Great Reads
- 14: A Week in the Life of Karen
- 13: Book Review: The Financially Empowered Woman by Tracy Theemes
- 12: High Value Banking: How Much is the Royal Treatment Worth to You?
August 2019
- 26: August 2019 Update
- 20: Design Thinking: Business & Money
- 15: Book Review: The Age of Surveillance Capitalism by Shoshana Zuboff
- 14: August’s Great Reads
July 2019
- 30: One Simple Test For Your Financial Advisor
- 22: July 2019 Update
- 19: Design Thinking: Emergency Preparedness
- 16: Book Review: We Need to Talk by Celeste Headlee
- 09: July’s Great Reads
June 2019
- 24: June 2019 Update
- 21: Spring’s 2019 Summer Reading List
- 20: Design Thinking: Estate Planning
- 11: June’s Great Reads
May 2019
- 27: May 2019 Update
- 27: Design Thinking: Your Business and Disability
- 27: Values
- 23: Design Thinking: Investing
- 14: May’s Great Reads
April 2019
- 23: April 2019 Update
- 23: Book Review: The Power of Habit by Charles Duhigg
- 22: Design Thinking: Taxes
- 12: April’s Great Reads
March 2019
- 25: March 2019 Update
- 25: 2019 Federal Budget Summary
- 12: Design Thinking: Retirement
- 05: Book Review: The Laws of Wealth by Dr. Daniel Crosby
February 2019
- 25: February 2019 Update
- 19: Design Thinking: Income & Cash Flow
- 12: February’s Great Reads
- 01: Introducing Karen Richardson
January 2019
- 28: What We Want for You in 2019
- 22: January 2019 Update
- 15: Book Review: Living Debt Free by Shannon Lee Simmons
- 08: January’s Great Reads
December 2018
- 20: December 2018 Update
- 20: Cash Flow Planning – Building Confidence into Your Retirement Plan
- 18: Money Mindset: Scarcity vs. Abundance
- 13: 2018 Spring Financial Gift Guide
- 11: December’s Great Reads
November 2018
- 27: November 2018 Update
- 26: Finding the RIGHT Financial Advisor
- 20: Book Review: The Year of Less by Cait Flanders
- 13: November’s Great Reads
- 06: Where to Start Saving First
October 2018
- 29: October 2018 Update
- 23: Book Review: Mindset: The New Psychology by Carol S. Dwek
- 18: What to do when your parents haven’t planned
- 05: October’s Great Reads
September 2018
- 24: September 2018 Update
- 24: How CPP and Social Security Integrate
- 18: Book Review: Daring Greatly by Brené Brown
August 2018
- 28: So You Want to Have a Baby in 5 Years?
- 27: August 2018 Update
- 23: A Week in the Life of Julia
- 21: Book Review: The Value of Simple by John Robertson
- 14: August’s Great Reads
July 2018
- 24: July 2018 Update
- 23: You Don’t Have to be Normal
- 17: Spring’s Summer Reading List
- 10: July’s Great Reads
June 2018
May 2018
- 28: May 2018 Update
- 28: Withdrawing from RESPs
- 25: A Week in the Life of Kathryn
- 24: Book Review: The Soul of Money by Lynne Twist
- 15: The RDSP: 10 Years in 2019
April 2018
- 23: April 2018 Update
- 23: The Hierarchy of Financial Needs
- 17: A Week in the Life of Sandi
- 10: April’s Great Reads
- 03: Book Review: Worry Free Money by Shannon Lee Simmons
March 2018
- 26: BC Real Estate Taxes
- 26: Self-Employed & Corporate Income Taxes: Installments, Penalties, and Planning Ahead
- 13: March’s Great Reads
- 07: Book Review: Wealthing Like Rabbits by Robert R. Brown
February 2018
January 2018
December 2017
November 2017
October 2017
September 2017
- 26: The Family Cottage
- 18: Why Your Rate of Return Matters (and what to do – and not do – with it)
- 08: September’s Great Reads