The Perils of Complacency

The Perils of Complacency

We have seen some very disturbing and destructive hurricanes and earthquakes in the last month which makes me feel very lucky that we live in the Great Lakes area. Not to say that we have not seen flooding or tornadoes in our recent past, but not like the disasters...
This Week In The Markets

This Week In The Markets

Today’s financial landscape is frightening; NAFTA is being re-examined, the Bank of Canada has increased interest rates and inflation is always a given. In the following financial statement, TD released its weekly bottom line that addresses some of these...
Critical Illness for Critical Times

Critical Illness for Critical Times

Maybe it’s my personal experience, maybe it’s the stories that I have heard from others; the one thing I know is that life changes in the face of a life changing moment. Imagine hearing the words that everyone dreads – “you have cancer”. Believe me when I say that I...
May is Leave a Legacy Month

May is Leave a Legacy Month

As some of you may already be aware, May is “Leave a Legacy” month. I have been involved with the local roundtable of the Canadian Association of Gift Planners (CAGP) for many years now. The CAGP is the only organization in Canada that brings together charitable...
The Financial World with Process

The Financial World with Process

Over the years, I have made so many life changing skills and have learned or been taught many lessons. Probably the most important lesson that I have learned is the importance of process. This skill can be related to habits, both in life and in business. It would be...
Why I Am Glad To Do What I Do

Why I Am Glad To Do What I Do

WOW! My first blog and “kick at the can” of spreading my thoughts to the world. Being an entrepreneur in the wealth management world is definitely what I am most proud and passionate about doing in the great Windsor-Essex community (YQG). I have learned at an early...