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10 Step Financial Check-up from the Neck Up

With spring’s arrival, the focus often turns to fresh new beginnings, airing things out, cleaning up the clutter, and getting organized. For some, cleaning will [...]

A Legacy of Love

Another Valentine’s Day has come and gone. The champagne is finished, your flowers may have sighed their last breath and the chocolates have somehow mysteriously [...]

Do You Have a Money Tree?

The holidays have come and gone, the bills have arrived and many are starting to look at how they are going to pay those bills [...]

By | January 26th, 2018|Critical Illness, Estate Planning, Financial Planning|0 Comments

Investment or Simply More Shelf Help?

I have just returned from the Canadian Association of Professional Speakers (CAPS) conference. My mind is overflowing with new ideas, solutions to issues I was [...]

By | December 19th, 2017|Uncategorized|0 Comments

Thank You For Our Freedom

To all military personnel and their families, thank you for our freedom that you so unselfishly protect and for the sacrifices you make every day [...]

By | November 10th, 2017|Uncategorized|0 Comments

Courageous Conversations

September is Life Insurance Awareness month and while you could stop reading this right now, I hope you will not and that you will read [...]

By | September 28th, 2017|Uncategorized|0 Comments

Back to School. It’s the Most Wonderful Time of the Year.

It’s that time of the year again. Thoughts are turning to back to school and some parents will be packing up their kids and heading [...]

By | August 9th, 2017|Uncategorized|0 Comments

Let’s Talk Money

Financial education begins at home and summer is a great time to have an open and honest conversation with your children about money and how [...]

By | July 31st, 2017|Uncategorized|0 Comments

Yes Business Owners, You Really Can Take a Vacation!

When I ask entrepreneurs what they like most about owning their own business I inevitably get the response, “I like being in business for myself [...]

By | June 30th, 2017|Uncategorized|0 Comments

Podcast – The connection between mental well being and financial well being

Take a listen to my latest Podcast with Valda Ford discussing the connection between mental well being and financial well being. Enjoy and feel free [...]

By | June 21st, 2017|Uncategorized|0 Comments