by Tara Tennant | 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 Tara Tennant | 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 Tara Tennant | Aug 16, 2022 | Philanthropy and Inheritance Planning
“Someone is sitting in the shade today because someone planted a tree a long time ago.”- Warren Buffett A family cottage is a blessing. But unfortunately, only about 8% of Canadians own a vacation property, so if you are one of those families, you are very lucky. I am...
by Tara Tennant | Apr 5, 2022 | Financial Literacy, Making Your Dreams a Reality
I think we can all agree that many factors go into our decisions around how we steward (make, spend, save, and invest) our money. A lot of it is tied to our emotions and how we are experiencing the world around us. And that is often the first lynchpin in the financial...
by Tara Tennant | Aug 17, 2021 | Financial Literacy, Investment Strategy
One way we know it’s August here in the office is because we’re starting to get requests about RESPs (Registered Education Savings Plans) and how they work from parents whose children are about to head off to school. With so much to know about RESPs, we thought we...
