Mom and Dad, can we talk?

 July 14, 2017 |Dian Chaaban
You’ve heard this one before – the only 2 things certain in life are death and taxes. And while it is one of life’s most difficult inevitabilities: we all age. And with aging parents in particular comes a series of health and financial issues that, in...
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A Wealth of Knowledge

 June 30, 2017 |Dian Chaaban
Wednesday morning we started the day off right with a special breakfast event featuring RBC’s Chief Investment Strategist, Jim Allworth. As a part of my ongoing commitment to keeping my clients informed and confident in our future plan, I arranged for...
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Successor Holder

 June 16, 2017 |Dian Chaaban
During a meeting with a new client this week, while completing her TFSA beneficiary form, she stopped to ask me what the difference was between her options to designate a beneficiary vs. a successor holder and while I was explaining, it dawned on me that...
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The Covfefe Code

 June 02, 2017 |Dian Chaaban
President Trump sent out an unfinished tweet that seemed to be complaining about the press early Wednesday morning, Despite the constant negative covfefe” - the word “covfefe” most likely meant to say “coverage” erupted on twitter with a fury of confusion...
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Milestones

 May 19, 2017 |Dian Chaaban
This May-long weekend is a special one - it marks the 10 year anniversary of breaking my neck. Most of you know how this happened but if you don’t, you can read about it here in an article that the Wealth Professional Magazine once published about my...
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Becoming an Executor not an Executioner

 May 05, 2017 |Dian Chaaban
Some of you may already know this from experience – being appointed as an Executor is both a privilege and a burden. During a time that is undoubtedly difficult, navigating the responsibilities of settling an estate can become overwhelming – which is...
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Brain Health

 April 21, 2017 |Dian Chaaban
I attended an event this week tailored to women’s health and wealth. Speaking from the Women’s Brain Health Initiative was Lynn Posluns, Founder and President, encouraging us to focus on the fact that Women suffer from depression, stroke and dementia...
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Soooo Good

 April 14, 2017 |Dian Chaaban
From Syria to North Korea to US politics, headlines this past week have been not-so-good. But, despite all the bad, there is always quite a bit of good in the world – so I figured I could make your Good Friday even more “good” by focusing on some good...
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Living the Retirement Dream

 March 31, 2017 |Dian Chaaban
I didn’t write to you last week because Mark and I got on a plane early Friday morning to visit my in-laws in Florida and to play “retired” with them for a few days. For the past 6 years, Tracy and David have put their snowbird wings on and flown to Sebring...
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March Madness

 March 17, 2017 |Dian Chaaban
March is an exciting time of year. A long anticipated March break vacation for some, an even longer anticipated break in the weather for all of us with the first official day of Spring (scheduled by Mother nature to be on Monday, March 20th at 6:28am)...
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