A Man is Not a Plan and other hard truths.

Charlotte is a single woman who likes the finer things in life. She loves dining > Read More

Read my featured article in LinkedIn’s Must-Read Series on ‘From Resilience to Abundance’

I’m honoured to be a regular contributor in LinkedIn’s new ‘Must-Read Series’. This series allows > Read More

Do you have life insurance with the right features?

Having a death benefit isn’t enough. You need living benefits as well. Whether you already > Read More

How to invest to get $35,000 annually in income

Q: I have recently been made redundant at age 60 and need to generate a > Read More

We all know that women live longer than men. Have you thought about what that means for your financial retirement planning?

The most ignored aspect of retirement planning just might be that women live longer than > Read More

Smart withdrawal strategies for retirees

The advisor-client relationship has typically centred on wealth accumulation, but that will soon change. As > Read More

A simple approach to money management when you’re starting out

Listen to this Podcast A simple approach to money management when you’re starting out When > Read More

RRSP or TFSA? How do I decide which is best for me?

Are TFSA or RRSP contributions better for you? A reader from Global News Money 123 > Read More

Closing the Gap: Money Management for Women

Are you a Globe & Mail Reader? If so, The Globe & Mail is hosting > Read More

What an honour to be invited to participate at the Johnson & Johnson “Women’s Leadership & Inclusion” event on Oct. 4th.

> Read More