The Artisan

July 5, 2019

Math is important and certainly a big part of financial literacy, but many focus solely on the math and often do not place the appropriate value on the non-math factors when it comes to decision making. If all decisions were based purely on the math, then one could mak...

January 15, 2019

Often we go through life keeping busy with work, family and many other obligations. It is not until “retirement” that we find the time to follow our passions and make an investment in ourselves. Mary, a client from Waterloo Ontario, is a perfect example of someone who...

January 15, 2019

A recent article in a monthly newsletter of a good friend really resonated with me. It was not the direct message that was being sent, but rather the deeper implications on financial planning and more specifically that of insurance. Too often we focus solely on “the fi...

November 6, 2018

There are numerous programs and rebates that have been developed by all levels of government
for the benefit of their citizens. However, in many cases, these are not effectively publicized or shared with the constituents.

A perfect example comes from a recent client mee...

May 1, 2018

The on-going challenge to get ordinary people to make wiser decisions about their money is starting to boil down to this: How do we instill good habits in children? Talking about financial
responsibility is definitely a good place to start, but a hands on approach is p...

January 31, 2018

When you were in grade school and one of your teachers gave you an assignment that was due in two weeks - did you rush home to complete it? - probably not.  No doubt many people finished working on it late into the night the day before it was due.  We all procrastinate...

August 1, 2017

I have recently spent some time thinking about how people react to the markets and the media’s portrayal of what is happening out there. This led me to research some articles about the topic of Behavioural Investing. Following are some of the key points which resonated...

May 1, 2017

People are generally pessimists or optimists. Either way, both of these points of view on life have positive and negative effects.  The reality is that a balance between the two is usually the best course of action and realistically emulates our day-to-day lives. Regar...

October 1, 2016

Unfortunately at some point we all have lost, or will lose, someone near and dear
to our heart. This is the driving force behind Estate planning, which ensures the effective and efficient transition of wealth from one person to another. However, this planning process o...

October 1, 2016

The Singularity University Global Summit brings together some of the world’s brightest minds, showcasing the world’s most promising social impact tech companies. Teaming up with global Development Organizations, NGOs and Corporate Partners, it brings attention, connect...

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