Knowing how to handle your windfall responsibly is vital to making it last. Here are the first steps you need to take to secure your wealth for the long run....

As an experienced financial advisor I understand the challenges that you face when you win the lottery. For your unique situation here are some things you might want to consider doing if you have a winning ticket....

Deciding whether or not you should take a new job can be difficult. Here are five considerations that you should think about when making your decision....

Grey divorce (divorcing when you’re 50+) is becoming increasingly common. If you're divorcing near your retirement you'll likely need professional help to keep your financial plan on track....

Business owners invest a huge part of themselves in their work and selling their business can be an extremely difficult transition. Here are seven tips to help you successfully pass on your business to new ownership....

Many young people don’t have a plan for their finances when they’re starting out on their own, but developing healthy financial habits early in life is important to make sure you keep yourself on track....

As an investor, your emotions can act as your own worst enemy.Here are a few ways your emotions can sabotage your success....

Over the last three years I have been working with and learning from Susan Bradley of the Sudden Money Institute in the United States to better understand life transitions. Recently she made a trip up to Toronto to present a talk to some of our clien...

Retirement is an exciting and well-deserved time after your working life, but unfortunately a common side effect is that many people experience retiree's remorse. Here are nine tips to help you avoid retiree's remorse and transition to retirement hap...

Elder scamming and financial abuse are on the rise and as more elders get online the problem is only worsening. Financial abuse involves elderly people being forced or tricked into giving unauthorized use of their money or property to someone else. I...