Blog

Retirement planning is one of the topics that gets me most excited to discuss when meeting with my clients. These conversations allow me to get to know my clients at an intimate level - understanding their dreams, aspirations and hopes for their family...

Perhaps one of the most important roles we play in our clients lives over the years as their trusted Financial Advisor team is reminding them - you, of your long-term plan or your big picture. I know more recently I find myself communicating more often...

Understanding and preparing for a transforming labour market