by Betty-Anne Howard | Jun 13, 2023 | Financial Literacy
In the face of rising interest rates and inflation, having a solid cash flow plan has never been more crucial. That’s why over the past year we have been diving deep into this subject matter, and we’re excited to share our insights with you. In this blog post,...
by Betty-Anne Howard | May 17, 2023 | Charitable Giving, Legacy Planning, Philanthropy and Inheritance Planning
Recently I attended the Canadian Association of Gift Planners (CAGP) conference in Vancouver, BC. This incredible event has broadened and enhanced my perspective on our lives and legacy, and since May is “Leave A Legacy” month, I thought this was the perfect...
by Betty-Anne Howard | Apr 21, 2023 | Making Your Dreams a Reality, Meaningful Conversations, Women's Empowerment
I’ve always loved Spring. When I was little, my Mom and I would walk home from my grandparent’s house on sunny Sunday afternoons and I loved following the little rivers of icy water running down the streets as they peeked out from under the melting snowbanks. It...
by Betty-Anne Howard | Mar 21, 2023 | Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning
My team and I have an intense desire to make financial information accessible, engaging, practical, and enjoyable. Trust me. It’s liberating and powerful when you understand your relationship with money. Having recently joined a social purpose program by the United...
by Betty-Anne Howard | Feb 14, 2023 | Charitable Giving, Meaningful Conversations, Philanthropy and Inheritance Planning
February has always been one of my favorite months. After I’m done shaking off any post-holiday season blues, February marks new beginnings. With warmer weather on the way, I’m grateful for my wonderful friends and family with whom I get to spend another great year....
