"Be An Owner Not A Loaner"

April 26, 2019 |Lee Schaffer
My mother in her infinite wisdom always detested debt, personal debt, and lending money to others - likely afraid she would never be repaid. While the new generation of Canadians, and many of the baby boomers, whom I'm 5 years removed from as a 67' baby...
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What do you as a client most value?

April 24, 2019 |Lee Schaffer
1) “Keeping me motivated and on track with my financial goals” ? 2) “Understanding my personal life and family dynamics” ? 3) Helping clarify broader life values and goals and including teenage or older children in financial planning discussions ? 4)...
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