Personal

How to Turn Financial Anxiety into Action

How to Turn Financial Anxiety into Action

“I feel a pit in my stomach when I look my personal finances. I get overwhelmed and shut down. Money just makes me so nervous." -Jacqueline, 42 year old divorced mother and career professional Have you ever felt like Jacqueline? If so, you are not alone. Eighty-one...

Building Confidence as an Investor

Building Confidence as an Investor

If you’re looking for more confidence in your investing abilities, you’re not alone. A February 2018 study by the Financial Planning Standards Council of Canada noted that nearly four in 10 Canadian women, regardless of education level, age, or marital status felt...

Women and Wealth

Women and Wealth

There are many segments that private wealth firms are pursuing today. One in particular – women – will also represent close to half of Canada’s total wealth by 2026. Read more

How a Strategic Giving Plan Can Help

Erin is finally making enough money to cover her living expenses and save for the future. She wants to start making charitable gifts; but, is overwhelmed by the choices. “All the organizations that contact me look worthy of my donation. But I can’t afford to give to...

Meet Danae Davis

Meet Danae Davis

We have honoured over 180 women with our Celebrating Women program. As part of Black History Month we asked our past honourees a few questions to learn more about them. Danae Davis is currently the Executive Director of Milwaukee Succeeds, a citywide partnership...

Holistic Giving Practices

Holistic Giving Practices

A few thoughts on some of the issues facing women that uniquely influence their planning decisions as indicated in BMO’s Women in Wealth report In 2015, BMO commissioned a report called “Women in Wealth.” The findings of this report indicate that women have made...

How to Turn Financial Anxiety into Action

How to Turn Financial Anxiety into Action

“I feel a pit in my stomach when I look my personal finances. I get overwhelmed and shut down. Money just makes me so nervous." -Jacqueline, 42 year old divorced mother and career professional Have you ever felt like Jacqueline? If so, you are not alone. Eighty-one...

How a Strategic Giving Plan Can Help

Erin is finally making enough money to cover her living expenses and save for the future. She wants to start making charitable gifts; but, is overwhelmed by the choices. “All the organizations that contact me look worthy of my donation. But I can’t afford to give to...

Holistic Giving Practices

Holistic Giving Practices

A few thoughts on some of the issues facing women that uniquely influence their planning decisions as indicated in BMO’s Women in Wealth report In 2015, BMO commissioned a report called “Women in Wealth.” The findings of this report indicate that women have made...

Things to Consider for a Business Partnership

Things to Consider for a Business Partnership

A business partnership is an exciting undertaking, but it is very important to ensure that everything about that partnership is taken into consideration in the legal documentation. Casey Thomson, Owner of The Cheese Gallery in Thornbury, Ontario discusses her...

The Psychology Around Debt

The Psychology Around Debt

Debt. Is it good or bad? Either way it is a fact of life. Every generation has had an impact on the next generations thoughts and beliefs around debt. Julie Sehl, Vice President of Financial Planning shares how you can use debt to advance your future and what you must...

Proactive Human Resources Strategies

Proactive Human Resources Strategies

Human Resources is commonly becoming accepted as a strategic business partner, worthy of a seat at the highest levels of leadership within many organizations. With the advent of social networking, and new digital technologies, human resources specialists are now...

Building your business through social media marketing

Building your business through social media marketing

Social media is a marketing gold mine for small businesses. And understanding the nuances of each social network can help you optimize your efforts and get the most bang for your buck. The best place to start is finding out where your customers are. Each site attracts...

What do I need to know about starting a franchise?

What do I need to know about starting a franchise?

If you don’t want to start a business from scratch or buy an existing business, franchising may a good choice for you. Franchises employ over 1 million Canadians and generate approximately $68 billion in revenue every year.1 Franchising can reduce some of the risks of...

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