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Category: Financial Planning

December 20, 2023in Community & Giving, Family & Relationships, Financial Planning, Health & Wellness, Lifestyle, Lifestyle & Leisure, Passing on Your Wealth, Valuesby Tracey

Looking Ahead During The Holidays

Holiday Spending Trends and Looking Ahead with Community in Mind In the last few months of 2023,it’s been difficult to get into the spirit of...

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November 22, 2023in Community & Giving, Family & Relationships, Financial Planning, Health & Wellness, Lifestyle, Lifestyle & Leisure, Passing on Your Wealth, Valuesby Tracey

Kicking Off The Season Of Giving

Kicking off the Season of Giving‘#GivingTuesday’ signals the restoration of humanity after the overconsumption of Black Friday followed by #CyberMonday. #GivingTuesday also kicks off the...

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November 14, 2023in Financial Planning, Investment Strategies, Lifestyle & Leisure, Passing on Your Wealth, Planning For Major Purchases, Retirementby Tracey

Is A Tax Free Savings Account Right For You

One thing that most Canadians universally agree on is that we don’t want to pay more in taxes than we have to.   While paying taxes...

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October 5, 2023in Financial Planning, Health & Wellness, Lifestyle & Leisure, Retirementby Tracey

Rethinking Retirement for a Comfortable Financial Future

Rethinking Retirement for a Comfortable Financial Future Most of us have to “work” in order to live well. Many of us spend a substantial amount...

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July 19, 2023in Career & Work, Family & Relationships, Financial Planning, Health & Wellness, Lifestyle & Leisureby Tracey

Lifestyle, Leisure, And The Cost Of Wealth Wellness

Lifestyle, leisure and the cost of wealth wellness Summer is traditionally a time for adventure, travel, rest and relaxation. It’s also road trip season for...

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July 17, 2023in Community & Giving, Family & Relationships, Financial Planning, Passing on Your Wealth, Valuesby Tracey

Thee reasons To Consider Charitable Giving In Your Wealth Plan

Three reasons to consider charitable giving in your wealth plan As wealth accumulates, many of us are considering charitable giving, outside of our will, when...

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