Ensuring that charitable gifts go as planned.

Ensuring that charitable gifts go as planned.

An interesting news article hit my feed last month, based out of New Brunswick. It is a cautionary tale of the importance of getting the terms of a gift in writing. The story, discussing two brother’s who made a gift in memory of their father resonated with me, as...
Keeping it under the mattress

Keeping it under the mattress

One of the things that brings us great joy in our office is finding unique and unusual news articles that tie into our work, and finding ways to incorporate them into our summer newsletters. This year, with news headlines describing all the chaos going on in the...
The father of the RDSP

The father of the RDSP

The last few months have been something of a political whirlwind here in Canada, with our recent federal election. It certainly was one of the more dramatic and unpredictable elections of my lifetime! I am sure that we are all wanting to move on from politics for the...
Researching the financial costs of illness

Researching the financial costs of illness

With April winding up, and spring on the way, its been nice to see the daffodils and other early spring flowers beginning to wake up. For many years the Canadian Cancer Society has used April (and daffodils) as a major fundraising drive. Both the flowers, and an...
Trauma of Money

Trauma of Money

My wonderful colleague Sarah recently graduated from a professional development program called “Trauma of Money”. The course looks at the intersection of human psychology and finance. I’m excited to have her guest write this month’s newsletter as she shares her...