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...
Sep 7, 2022 | Blog, Stories that Empower
This incredible thunderstorm I saw last weekend while dropping my kiddo off at Carleton University isn’t the only thing growing these days. This month I’m going to talk about the inflationary storm clouds on our horizon, and what it means for our...
