Certified Financial Planner
Kingston ON
Joined June 2013
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Not everyone has the means to prepare an exit plan, but the wealthy Americans who do, are. They've started acquiring second passports to other countries through golden visa programs in nations like Portugal, Malta, Greece, Italy, an advisorstream.com/read/rich-…
The joy of missing out (JOMO) is the emotionally intelligent antidote to FOMO (the fear of missing out). JOMO is essentially about being present and content with the decisions you make for your life. advisorstream.com/read/forbe…
Shakespeare famously warned in Hamlet: “Neither a borrower nor a lender be.”
Perhaps he knew a thing or two about money and emotions. advisorstream.com/read/the-p…
Should you prioritize paying off debts or saving money? Answer the questions provided to guide your decision-making. advisorstream.com/read/forbe…
Renting your home for life doesn't have to spell financial sacrifice; it simply means directing your money elsewhere. advisorstream.com/read/renti…
This is a discussion of six questions that every newly engaged couple should discuss to set themselves up for a successful marriage. advisorstream.com/read/forbe…
Amid increasing fraud cases, is your small business secure? Managing and safeguarding a business is an ongoing process, but proven strategies can protect your business and financial health. advisorstream.com/read/how-t…
Everywhere you look these days, it seems like there's another, better way to live healthier, be a stronger leader, forge deeper relationships, and experience greater fulfillment. Try learning to sail instead advisorstream.com/read/forbe…
The 50/30/20 rule designates 50% of your income to needs, 30% to wants, and 20% to debt or savings. Careful tracking of your spending is crucial to making a 50/30/20 budget work. This approach is best for people who are paid regular advisorstream.com/read/what-…
Despite living in a world filled with information about wealth-building strategies, few take tangible steps towards these goals. advisorstream.com/read/forbe…
Once upon a time, racing to become mortgage-free was akin to a national sport. For many, it’s still the Canadian dream. But putting discretionary income towards a mortgage is often not the winning play. advisorstream.com/read/why-o…
False underlying beliefs can create a cycle of self-fulfilling failures, while correct beliefs can fuel our success, both personally and financially. advisorstream.com/read/forbe…
2024 is shaping up to be the year of the hybrid. Hybrids appeal to a more practical green car shopper. Companies like Ford and Toyota are seeing hybrid bets pay off. advisorstream.com/read/hybri…
There are other viable methods for saving for retirement advisorstream.com/read/how-t…
There are a few solutions that can let you participate in the market without being fully exposed to a correction. advisorstream.com/read/get-r…
A couple winding down successful business need $250,000 a year before tax to maintain their lifestyle advisorstream.com/read/marri…
Learn to be proactive in crafting a culture where your staff feels valued and customers sing your company's praises. advisorstream.com/read/3-way…
Experts advise Canadians worrying about money to try more planning — and a little compassion. advisorstream.com/read/finan…
Women outnumber men in these 10 top female-led, high-paying jobs. advisorstream.com/read/forbe…
