Recent articles

The Domino’s Effect

Last Friday, like millions of Canadians, my family decided to order pizza for dinner and have it delivered to our home. Normally a fairly mundane task, however, this experience was so outstanding I had an epiphany: the wealth management industry is falling desperately behind in its ability to engage...
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Forget resolutions. For 2019, you need to ask questions

I have a love/hate relationship with my birthday. When my mom went into labour, the doctor asked my dad if he wanted a New Year’s baby or a tax break. He chose the tax break and now my December 31 birthday is always a small part of New Year’s celebrations. Having a holiday birthday gives my family t...
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What all Small Business Owners need to know

Small business owners have a lot on their plate from growing their business to managing their employees, and sometimes their finances can take a backseat. But that shouldn’t be the case. Like it or not, finance is the backbone of every single organization no matter how big or small, and as a small b...
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