Blogs and Advice

“Whether you’re at a bank branch or a family office, being aware of what income-tested benefits are available to your clients is arguably your duty,” Mr. Shields says. That awareness can make a big difference....

The holiday season is often a time of joy and celebration, but for those going through a divorce or separation, it can also be a time of emotional turmoil and financial stress. It's important to prioritize your emotional health and not overspend duri...

The good thing about separation is that it may allow you to do things you really want to do but haven’t for the sake of your relationship. Separation is a difficult time so giving yourself something positive to look forward could be a great idea....

ook a meeting with your financial advisor(s) together where they review everything with both of you. This will make sure both people know exactly what you both have and prevent people from trying to hide assets or debts or trying to move accounts dur...

In my opinion, the number one thing you can do is seek a professional's help. I know therapy costs money but that $1000 or $2000 you spend on therapy can save you tens of thousands of dollars in lawyers’ fees....

Take stock of everything that you own separately and together. Collect statements for all accounts, properties, and insurance. Take detailed notes on all possessions and take pictures....

Shame interacts with avoidance to create a vicious cycle. When you’re filled with shame the natural tendency is to avoid facing whatever is making you uncomfortable. That avoidance itself leads to additional shame and more avoidance....

To rent or to own? For many Canadians looking to buy their first house, this is a big – and often challenging – question...

A budget will provide clarity and control over your finances. Pay yourself first and spend less then you make. Yes, it isn’t easy!...

Don’t break the bank on your home landscaping...