The Art of the Scam

Jan 22, 2020 |Heather J. LeBar
Every day on social media I see a warning about a scam going around and it sure seems like the scammers get better and more creative every year. Some of the common scams are: Identity Theft Romance Scams Phishing and smishing (phishing by text) Tax scams...
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Why Am I An Investment Advisor (and Financial Planner)?

Dec 17, 2019 |Marc Morais
Long before IPads and portable DVD players, my parents would often drive my younger siblings and me to Val-Comeau, New Brunswick to visit family. What did I do for entertainment on these 16 hour road trips? Math flash cards! A few years later? Full blown...
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Planning to protect your estate and your loved ones, now and for the future

Dec 04, 2019 |RBC Wealth Management

This four-part video education series highlights information that can help you protect your estate today and for the future.

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“The Roaring 20’s… Redux”

Nov 23, 2019 |Heather LeBar
Well, well, well….I looked back to the beginning of the year and I see that one of my first blog posts was, whaddya know, a checklist for your New Year’s Financial Resolutions. So here we are at the end of 2019 already (!) and I thought I’d round things...
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The Golden Rule of Investing (Part 2)

Oct 23, 2019 |Marc Morais
I wanted to elaborate on my most recent blog The Golden Rule…of Investing We said it last time: “Don’t put all your eggs in one basket” a.k.a. diversify. What’s even better than diversifying? Diversifying with purpose better known as “Asset Allocation”...
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The Secret to Doubling your Money

Jun 25, 2019 |Marc Morais
The secret to doubling your money is really no secret at all. To double your money, all you need is TIME! How much time is needed to double your money? There’s a simple formula we can use called the “Rule of 72”. Simply take the number 72, and divide...
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Women & Wealth Event Recap

May 31, 2019 |Heather J. LeBar
On May 16th I hosted my first Women & Wealth event at Cutten Fields. I was so pleased with everyone’s enthusiasm and participation! Below are my introductory remarks and please visit Snapd for the event photos online. We should be in the June issue as...
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Women, Money and Getting it Done

May 02, 2019 |Heather J. LeBar
“How do I get what I want? By asking.” – Cardi B I’m deep in the planning stages with my co-panelists for the Women & Wealth event coming up on May 16th and to prepare I’ve been sourcing a wide array of interviews and articles looking for inspiration...
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The Soul of Money

Apr 04, 2019 |Heather J. LeBar
Save The Date! May16th - Women & Wealth Event - Details Coming Shortly In preparation for this event I’m reading the book “The Soul of Money” by Lynne Twist. The author is a fundraiser and activist and writes about our relationship with money - not the...
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