The Family Camp: A Treasured Gift or an Unexpected Burden?
Pour yourself a coffee. This is an important 10 minute read for families who own a camp or cottage.
It is July, which means many of you are spending your weekends by the lake, enjoying time at the family “camp,” as we call it here in Northern Ontario, or the “cottage,” for our friends farther south. It occurred to me that, while everyone is gathered together this summer, it may be the perfect time to start an important family conversation, if you haven’t already.
The Plans We Make, the Life That Happens, a Mid-Year Check-In
As we reach the halfway point of the year, many of us find ourselves revisiting the goals we set back in January.
Perhaps you planned to save more, pay down debt, contribute regularly to your investments, update your estate plan, or finally tackle that lingering financial to-do list. And let’s be honest— no matter what stage of life you’re in, there always seems to be a financial to-do list.
Renting vs Buying in 2026: Is Home Ownership Still the Ultimate Financial Goal
For generations, owning a home has been viewed as one of the cornerstones of financial success.
It represented stability, security, and long-term wealth creation. In many cases, a home became the single largest asset a family would ever own.
And historically, that worked well.
For many retirees today, home equity has become an important part of their retirement strategy.
What Uncertainty Makes Us Pause And What To Do Instead
If the past few months have felt uncertain financially—you’re not imagining it.
Interest rates are unclear. Markets are reacting quickly to global events. Economic forecasts seem to change every few weeks.
And the natural question becomes: What should I be doing right now?
The Power of Financial Independence
A Note for International Women’s Day
International Women’s Day is just around the corner, and it always gives me a moment to pause and reflect on something I have the honour of seeing unfold every day in our practice: the remarkable financial strength and independence of the impressive women we have the privilege of advising.
Between Us Ladies Soirée
Protecting What You’ve Built, and Who You Built It For
A Smarter Way to Think About Life Insurance
Most people don’t get life insurance wrong because they don’t care.
They get it wrong because they misunderstand what it’s actually meant to do.
Starting 2026 With Clarity and Confidence
This time of year, often brings a rush of motivation — and sometimes a quiet pressure to “get it all right.” But one of the most important things I remind clients is this:
Financial success isn’t just about numbers. It’s about behavior.
Estate Cash Flow Planning for Financial Stability
There is significant emphasis placed on cash flow planning during a client’s lifetime but what is often overlooked is planning for cash flow after death.
Smart Financial Advice to Carry Into the New Year
Reflect on the past year and move forward with confidence. Three timeless financial principles to carry into the new year with clarity and purpose.
Estate Planning Tips for Blended Families
Remarried? Learn how to protect your assets, care for your new spouse, and preserve your children’s inheritance with smart estate planning for blended families.