More than documents: Avoid conflict with these Essential Conversations

April 30, 2019 |Colleen O’ Connell-Campbell
Over the last few weeks I’ve shared thoughts and information around some of the technical aspects of estate planning and where I’ve seen many people come up short (see links below). I broke open the can of worms with the alarming statistic that fewer...
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Estate Executor: Honour or Burden?

April 24, 2019 |Colleen O’ Connell-Campbell
Once upon a time it was an honour to be named the executor or executrix to an estate. The position was bestowed upon a family member or close friend who was considered smart, dependable, and trustworthy. Things really have changed and are much more complicated...
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Who will walk in your shoes, if you can’t?

April 16, 2019 |Colleen O’ Connell-Campbell
As a business owner, entrepreneur, manager, boss – you know how hard it is to find a ‘perfect hire’. Full-time, part-time, even a supplier you can trust and rely on, it takes some thought to work through the goals, the roles and the skills you want your...
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What Prince, Aretha, and 50% of Wealthy Canadians got wrong

April 10, 2019 |Colleen O’ Connell-Campbell
What could the late, great musicians Prince and Aretha Franklin possibly have in common with 50% of wealthy Canadians? Prince died April 21, 2016 with a $200 million estate… and no will. Aretha Franklin died August 16, 2018 with an $80 million estate…...
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Should You Yield to the Yield Curve?

April 04, 2019 |Colleen O’ Connell-Campbell
You’ve heard the news, right? On March 22nd, 2019 for the 1st time since 2007, the US Treasury yield curve has inverted. As in, short term yields are now higher than long term yields vs the normal curve which plots out yields that get progressively higher...
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Music, Memories, and Mental Health

April 02, 2019 |Colleen O’ Connell-Campbell
15 years ago, I lost my brother to suicide. He was only 24. I think about him every day and still miss him terribly. My dedication to removing the stigma from mental illness comes from knowing that Danny chose suicide to end his suffering. I wish he’d...
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