Elizabeth’s Monthly Update – June
Family is the most important part of my life. Many of you have known me for several years have heard countless stories about my children and family. This plays a principal role in why I decided to choose this career, helping families creating and sustaining generational wealth alongside with expanding my client’s financial literacy.
This past month, I had the opportunity of celebrating my father’s 80th birthday, along with my parents 50th wedding anniversary! These were such incredible milestones to be able to revel in. When I was growing up, there was one important message that my father instilled in me, and that is that I can choose any life path that I desire, as long as I am willing to work for it. I feel blessed that I have my health, and that each day I am able work with my amazing clients and their families. Nothing brings me greater joy than to be able to provide you with an opportunity to work towards your financial goals. Since I have joined RBC, I have made it my mission to help my clients to increase their financial literacy.
In our Spring Seminar series, I have given clients and their families the opportunity to attend the Estate and Trust Planning seminar, a Transition to Retirement Workshop, and a seminar on Mega Forces and how they affect your portfolio.
Please watch your emails for invitations to upcoming seminars, and if there is something of interest to you, please let me know and I’d love to expand our topics!
If you have friends or family, who will benefit, and be interested in the services that I provide at RBC Dominion Securities, please pass my newsletter, as well as my information on. I am currently offering a complimentary “Second Opinion” valuation to any new referrals. This gives potential clients the opportunity to learn more about my process, hear my thoughts and opinions on what is happening in the market, as well as learn about some unique offerings that can only be found at Dominion Securities.
Please enjoy this family favorite recipe from my Dad’s side of the family.
Hungarian Crêpes: Palacsinta
Perfect to serve for dessert or brunch, this recipe for Hungarian-style crepes (palacsinta) has a sweet, lemony cottage cheese filling and a topping of fresh raspberry sauce.
The Hungarian word for “pancake” is palacsinta (pronounced pah-la-cheen-ta). They are not what we generally think of as pancakes, but thin, delicate crêpes that can be made with a variety of fillings, both sweet and savory.
Pour 3 cups of flour into a bowl, add more than 3 cups of milk, until the mixture comes to a consistency that is thinner than a pancake batter. Add one 1tsp baking powder, a dash of salt, 1 tsp of vanilla, 2 tablespoons of sugar, 3 eggs. Whisk well, until there are no lumps. More milk can be added at this stage in order for the batter to have a consistency of cream.
Brush your frying pan with vegetable oil and pour about ½ cup of batter into the pan while tilting and twirling the pan until the whole bottom of the pan is thinly covered. Wait til the edges appear dry and flip the crepe. As you get practice, you may want to try flipping the palacsinta up in the air!
We often fill the palacsinta with a fruit jam, but we also enjoy it with a Cottage cheese mixture sweetened with brown sugar, cinnamon, and vanilla extract to your liking. It can be filled with any adventurous sweet or savory additions you could enjoy with crepes.
It makes a lovely dessert, a tradition my family has enjoyed!
Elizabeth’s Monthly Update – May
Look up….way up! I thought it would be fun to share a pic of Chad and I enjoying the solar eclipse.
Where you look is where you will go….I still remember barely being able to look over the steering wheel of my dad’s car while my driving instructor calmly told me, “Where you look, is where you will go”. I am still heeding those words of advice, while I help my clients navigate their financial plans.
It has been said that we spend more time planning for our family vacations, than we do for our retirements. Over the years, I have assisted several of my clients manage their path into retirement.
I have the pleasure of being able to easily plot a course for clients with a financial plan, coordinate calculations (such as when to take CPP and OAS), and guide clients along with advice on how to best redeem from which investment, as well as consulting on making sound tax planning decisions. The conversations I find that my clients have struggled with most is, “What do I “do” in retirement?”, “How do I plan my days?”, “What does life look like beyond the vacation and travel?” “How do I redefine my sense of self once I leave my career?” For this reason, I am hosting the Transition to Retirement Seminar on Wednesday May 29th 7-9 pm with Life Coach Suzanne Chate. If you, or someone in your life would like to attend, please do reach out to myself or my associate Jessica to reserve your seat. This will be an impactful and thought provoking series to get you thinking of retirement in an entirely different light.
Many of you have also taken the opportunity to attend my Estate and Trust Planning workshop. I will be hosting once again, with Shannon Row-Ewing, from our Family Service Office. I offer these workshops in the Spring and Fall, and they are always a full house. I find that anyone who has attended has gained great value from Shannon’s presentation.
Financial Literacy is a commitment that I make to my clients and their families as an extension to the services that I provide. If there is a topic of interest that you would like to see covered in up and coming seminars, please do let me know. I am happy to incorporate a new topic, or provide you with one on one conversation. In financial planning, as in life, if you take the time to plan where you would like to go, you will have taken the most import steps to achieving you goals.
Thank you for choosing me to be your guide on your financial journey,
Elizabeth
