Oct 9, 2025 | Blog, Stories that Amplify, Stories that Empower, Stories that Enrich, Stories that Inspire
If you have been a long-time reader of our newsletter, you might have noticed that it was rather unusual for us to run an older article last month. To say last month was chaotic, would be an understatement! My wife and I were up north at Starfest, Canada’s largest...
Sep 10, 2025 | Blog, Stories that Empower
Recently I probably had the most fun I’ve ever had working with a client. Joan (or so we will call her to protect the innocent) is in her late fifties, recently retired, and a chronic saver. She had realized that her chronic savings habits had placed her in a bit of a...
Aug 7, 2025 | Blog, Stories that Empower
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...
May 7, 2025 | Blog, Stories that Empower
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...
Apr 2, 2025 | Blog, Stories that Empower
With tariffs in the news lately, I thought it might be insightful to tell the story of Willis Hawley. Willis was born into an Oregon farming family in May of 1864. Driven and highly intelligent, Willis would go on to earn both a Bachelor of Science, and a Bachelor of...
Mar 6, 2025 | Blog, Stories that Empower
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...
