Category Archives: Financial Advice

Creating a Financial Vision Board

This month Jackie is discussing strategies for creating a financial vision board in 2023. We hope you are keeping a positive mindset for a successful year ahead. It is time to start thinking about making this year your best financial year. Let’s talk about building the financial vision board. Start by sharing some of the […]

Combating Quiet Spending

Tis the season. Jackie starts off this week’s solo live with bubbly Christmas music as she ushers in the holiday season. The topic is combating quiet spending, and she touches on how to close some of those loopholes that could be eating into our finances especially as we get excited about the holidays! Starting out […]

Retirement Planning For Business Owners

I had an informative session with Jeremy on retirement and exit strategies for business owners. If you are a business owner and you’re wondering what retirement would look like for your business, you have come to the right place. Jeremy Harvey’s goal is to support the next generation of leaders. He is currently the Peer […]

Top Issues Clients Face with Retirement

This month I had the pleasure of speaking with our in-house Certified Financial Planner Jin Lee to discuss some of the issues clients face with retirement. I will discuss some of the issues clients face with retirement planning and tips to prepare financially for retirement. Longevity means people can spend up to 40 years in […]

Back to School for Co-Parents

For many parents, the lead-up to September marks an expensive and hectic time. This is especially true as the cost of living reaches record highs and your back-to-school shopping list keeps getting longer. For separated couples in this uncertain economy, splitting school costs while avoiding money arguments may seem harder than ever. But don’t worry, […]

Mental Health and Finances

How does one preserve their mental health while experiencing an economic downturn? Dr. Yewande Olamide is a physician, mental health advocate, financial literacy educator, and speaker with whom I had the pleasure of speaking. Yewande was an ER physician for 10 years until she took a break from being burnt out, which ushered her into […]

Dealing With Spending Pressures

Summer is officially here, and it’s time to mingle and socialize. Many are ready to finally enjoy an unrestricted covid season. Now, to get financially prepared for the summer. Enclosed are some interesting tips that could help curb spending temptations during the vacation season. Remember, it is also essential that we think of how our […]

The Cost of Love Part 3 – When It Doesn’t Worth Out

Setting the Stage for an Amicable Split. No one makes the decision to spend the rest of their lives together only to separate. Yet unfortunately, not all relationships will last forever.  If you decided to make a commitment to your partner and after giving it your all, it still didn’t work out, take heart. The […]

The Cost of Love – Part 2 – Preparing for Cohabitation and Marriage

Important Money Conversations to Have on the Next Stage of Your Relationship Journey Sometimes having the money talk can feel awkward, especially in romantic relationships. Remember, many of us don’t learn about money in school and depending on how we grew up and what types of conversations we were exposed to, it can affect how […]

The Cost Of Love

Financial Considerations You Need to Think About as You Begin and End a Relationship. PART ONE In honour of February being the month of love, I am launching a 3-part series supporting making love last beyond Valentine’s Day. As money is a common reason why happy couples decide to separate, I want to encourage more […]