Taking the High Road with your Money

Taking the High Road with your Money

July was a fantastic month for my wife Bridget and myself, as we finally managed to take our “buck list” trip to Scotland that we had planned for our 20th anniversary.  It was a trip with some special meaning – years ago, Bridget and I met in music school at...
A Will of Temporary Resort

A Will of Temporary Resort

Happy July everyone, it’s Sarah here! While Ryan is off in Scotland this month, I’ve taken over the newsletter to share some personal insights on a recent experience with digital will planning platforms. I know all too well how quickly life changes because...
Canada’s most famous will

Canada’s most famous will

A few days ago, I had the pleasure of presenting a talk on charitable giving and estates to the Saskatchewan Society of Estate and Trust Practitioners (STEP), in Saskatoon. While I was there, I made a pilgrimage to visit Canada’s most famous will – that of a Cecil...
May the fourth be with you.

May the fourth be with you.

As long-time readers will suspect, I’m a big sci-fi nerd. Like many of my generation of kids born and raised in the 1970’s and 1980’s, George Lucas’ Star Wars was instrumental in our childhood. I myself had a HUGE collection of toys, and watched the movies so many...
Eclipsing your fears

Eclipsing your fears

It often takes something extraordinary for us to make changes in our lives. Twenty-six centuries ago, two warring nations fought a war in what is now northern Turkey. The Lyndian Kingdom and the Median Kingdom had a long, bitter conflict that had lasted over six...
Home Sweet Home.

Home Sweet Home.

This summer, Bridget and I will be celebrating our 24th wedding anniversary on the first of July. We’re not sure where the last two and a half decades have gone, but we’re finally planning to check off one of our bucket list items – a trip to Scotland. We had always...
Planning in the trenches

Planning in the trenches

Growing up in the small town of Chesley, Ontario, one of my strongest recollections was the annual Remembrance Day Service. The cenotaph in Chesley was a short distance from my school, right across from the Chesley post office, which was built about a decade before...