WHY CONNECTION MATTERS IN FINANCIAL PLANNING On the Camino (The Camino de Santiago, also known as the Way of St. James), you don’t just...

"In any given moment, we are either stepping forward into growth or stepping back into safety." – Abraham Maslow I’m not one to drink and...

"Doing something costs something. Doing nothing also costs something. And, quite often, doing nothing costs a whole lot more than doing...

"Empathy is seeing with the eyes of another, listening with the ears of another and feeling with the heart of another." – Alfred Adler...

"Individually, we’re wise. Collectively, we’re prone to foolishness." It’s a simple truth that reveals itself time and again, especially...

“ Don't just learn, experience. Don't just read, absorb. Don't just change, transform .” --- Roy T. Bennett Wealth is not just built by...

When we talk about wealth, we often focus on how to grow it, invest it, and protect it. But real financial planning isn’t just about...

As we step into a new year filled with opportunity, it’s a time for reflection and intention-setting. Much like starting a gratitude jar...

For some of us, at different times in our lives, wealth and personal growth may seem like separate pursuits, but the connection between...

Whenever a holiday season approaches, many of us feel a tension between the joy of the season and a lingering sense of fatigue....

Financial decisions can feel daunting and overwhelming. We quickly learn it’s about so much more than simply “how much money do I have?”....

Wealth is so much more than what’s in your bank account. Sure, financial security is important, but real wealth goes deeper. It’s about...

Life has a funny way of throwing curveballs when we least expect them, and our finances are no exception. Whether it’s market swings,...

As life hurries along at the frenetic pace that so many of us experience every day, our financial footing can sometimes slip out of...

Picture this: You're standing in line at your favourite coffee shop, ready to order your usual breakfast beverage, when suddenly you spot...

When we’re feeling the pinch of life’s expenses, we might find ourselves saying that we don’t have any spare change. It’s a gentle way of...

We all fall into the trap of dualistic thinking, where we assume that the universe consists of only two opposing, mutually exclusive...

It’s an easy error to make to assume that money comes from successful investments, high salaries and generational wealth. But this is,...

For many of our clients, the financial pressures and work demands often seem relentless; understanding the delicate balance between...

I often work with clients who want to ensure that they’re not simply planning for themselves or their immediate family, and nurture a...