Feb 7, 2023 | Blog, Stories that Enrich
A few weeks ago I was talking to my retired friend Adrian over breakfast. Adrian’s my kind of person – a chronic saver. He’s done pretty well for himself over the years, and saved up quite the retirement pool of money. Adrian’s always been a low-lifestyle kind of guy,...
Jan 16, 2023 | Blog, Stories that Inspire
A new year is always a time of change and reflection. I’ve been pondering this a lot in the new year, as we launch our new newsletter format, and get ready to move our office in a few weeks to a new location. One of my favourite stories is that of Alfred Nobel...
Dec 7, 2022 | Blog, Stories that Empower
I grew up in a very small farming town – small enough that even though my parents had lived there for over twenty years, we were still “new” in town. One of the running jokes was that when I was in grade ten, every member of the student’s council had one of two last...
Nov 9, 2022 | Blog, Stories that Amplify
I was blessed to have grown up with a field in my backyard. This month, I’m sharing a wonderful and unique farming case we worked on over the last while that had one perplexing problem: how do we leave a gift to a charity that doesn’t yet exist? Our family...
Oct 6, 2022 | Blog, Stories that Empower
Important fall reminder: Now is the best time to make your in-kind gifts of securities for 2022, and to move your RRIF funds if you are changing institutions or advisors. Contact Ryan if you have any questions! September was a remarkably tragic month in Canada by any...
