Just Being One of the Goodfellows

Just Being One of the Goodfellows

How are we already into November? I can’t even think of the number of days until Christmas, but I have to report that the kids already have their bedrooms finished with lights and Christmas decorations. We have to be ready for the holiday season, and the next break...
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...
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...