by Rona Birenbaum BAS CFP®, CHFS | Nov 12, 2016 | Musings, We Think You Might Enjoy...
My friend is dying, long before her time. I visited her at the hospital today and the subject of bucket lists came up. She asked me if I had one. I don’t. For a moment I felt guilty about it. For heavens sake, a movie was made about them. Am I disrespecting...
by Rona Birenbaum BAS CFP®, CHFS | Nov 3, 2016 | Musings, We Think You Might Enjoy...
You’ve read the articles. Inability to save is like death by a thousand cuts. Cut out the small spends like expensive coffee is a step towards financial security. Yes, I could have made a coffee and bagel for a fraction of what I paid Starbucks for it this...
by Guest Blogger | Jun 9, 2016 | All About Investing, Musings, We Think You Might Enjoy...
Guest post by: Jeanette Bicknell, PhD, CMed. She is a professional mediator who helps leaders manage conflict, and helps families communicate more effectively. When Harry met Sally it seemed like their differences complemented one another. He loved it that she was...
by Rona Birenbaum BAS CFP®, CHFS | Oct 21, 2015 | All About Investing, Musings, We Think You Might Enjoy...
Recently, the Globe and Mail created a tool for investors to compare if they are paying more or less for advice than other investors who complete the questionnaire do. Fee transparency is important, and it got us thinking that how advisors spend those fees is also...
by Guest Blogger | May 4, 2015 | All About Investing, Musings, Retirement
By: Ian Mucignat, CFA Customer loyalty to one’s bank of choice has historically been very Canadian. We love our banks. “This is my bank; surely they’ll return the love.” Canadians are starting to take off the rose coloured glasses and see the banks for what they truly...
by Rona Birenbaum BAS CFP®, CHFS | Nov 18, 2014 | Musings
I am one of those people that believes that once our basic needs are met (food and shelter), happiness is derived more naturally from things that don’t necessarily have a large price tag attached. This message was hammered home for me and my daughter this weekend...
