by Betty-Anne Howard | Sep 12, 2023 | Charitable Giving, Financial Literacy, Legacy Planning, Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning, Retirement Planning, Women's Empowerment
I remember it clearly, as though it was just yesterday, hearing my Financial Planner, Lise Allin, say to me, “We need people like you in financial services.” By people like me, she was referring to my unique background in psychology and social work. She went on to say...
by Betty-Anne Howard | Jul 20, 2023 | Financial Literacy, Investment Strategy, Meaningful Conversations
In the vast expanse of the universe, Earth is our home, and everyone and everything that we love inhabits its surface. It sustains life, fosters connections and relationships, preserves our history, and is the only place (so far) where our future generations will grow...
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 Betty-Anne Howard | Nov 8, 2022 | Financial Literacy, Financial Planning Week
Financial planning and financial literacy as a whole can be confusing for many Canadians. Unfortunately, there is an abundance of myths and misconceptions that hold us back from engaging in a process that actually can be life-affirming, and freeing! The financial...
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 Betty-Anne Howard | Nov 9, 2021 | Financial Literacy, Making Your Dreams a Reality
November is Financial Literacy Month (FLM), and in 2021 we’re celebrating the 10th anniversary of this initiative! But what is FLM all about? Well, the primary purpose is to encourage Canadians to invest in their financial well-being, a topic close to my heart. This...
