Ready.Set.Retire! August 11, 2023 Episode Description: Pros and Cons of Different Investments On this week’s episode, Lori and Jon talk about the […]
Read MorePancakes and Politics at CALU 2023 Conference & AGM
Cindy had a great time moderating the “Pancakes and Politics” panel session at CALU 2023 Conference & AGM. Thank you to Daniel Blaikie, Adam Chambers […]
Read MoreHappy International Women’s Day!
Today, we celebrate the strength, resilience, and achievements of women around the world. Happy International Women’s Day!
Read MoreHow Confidence Is Weaponized Against Women
We all need to do our part in removing gender bias from the workplace. I truly believe this will result in more women becoming leaders […]
Read MoreCindy and Pierre Poilievre
What a great evening with Pierre Poilievre. Wishing him all the best in his running to become Canada’s next Prime Minister. His plan for “Canadians […]
Read MoreChanges in Prescribed Rate & Spousal Loans
The prescribed interest rate in Canada is increasing from 1% to 2% on July 1, 2022. A prescribed rate loan – or a spousal loan […]
Read MoreExecutor Liability
In Canada, an executor is liable for ensuring the debts of the deceased are correctly distributed to all creditors of the estate. Since beneficiaries typically […]
Read MoreHow three advisory firms evaluate client risk
From Likert scales to heat maps, family offices assess financial and personal risks. And they ask a lot of questions If the biggest risk is […]
Read MoreBank of Canada – Rate Increase April 2022
With rising rates we expect real estate prices to soften. One more rate increase is expected, and many more hikes have been “announced” for the […]
Read MoreInternational Women’s Day 2022
To all females in the workplace, today is a day to be proud of what you have achieved. You are fierce, bold and daring… never […]
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