Jul 3, 2025 | Blog, Stories that Enrich
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...
Jun 3, 2025 | Blog, Stories that Enrich
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...
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...
Feb 10, 2025 | Blog, Stories that Enrich
A few weeks ago, I did a talk for Nature London, as part of their Nature in the City series. While I do a lot of talks on financial, charitable and estate topics, this one was a bit different, as it was on my passion for astronomy, and astrophotography in particular....
Jan 9, 2025 | Blog, Stories that Inspire
If you have been a long-time reader, you’re probably somewhat surprised to get a January newsletter from us. Most years we take January off, as we have found that nobody likes to think about their money this time of year. Recent events have gotten me thinking about a...
Dec 4, 2024 | Blog, Stories that Amplify
Normally at year end, I like to tell the story of a real person – often we make it someone with a lot of personality or character who has done something unique and amazing with their estate. I’ve spent the year debating what story I should tell. And then, perhaps with...
Nov 11, 2024 | Blog, Stories that Empower
In 1899, a young lad was borne to two American-Italian parents in New York City. Alphonese Capone, or “Al” as he was known, got off to a rough start. He was in a gang by the age of 13, and had a side hustle as a bouncer at bars and brothels. It would be this latter...
Oct 8, 2024 | Blog, Stories that Empower
“Hi Ryan. I hope you’re doing well. Let me know when you’ve got time for a call. I have something I need to talk about with you. Thanks, Rob” – Jan 23, 5:33pm. Never have I written a article that I wanted to write so much, but couldn’t bring myself to do. This one has...
