We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counsellors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counsellor accountable.
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Please find the material below for the second topic in our financial education program for children ages post-secondary: For Parents: Post-Secondary Topic 2 (Tracking Your Spending) Resources for Students: Globe and Mail Article ‘If Budget Bums You Out, Try Renaming It’: View on Web or View PDF MacLean’s Article ‘Best Budgeting Apps for University Students’: Read More…
Please find the material below for the first topic in our financial education program for children ages 13-17: For Parents: 13-17 Topic 1 (All About Allowance) Resources for Students: 1. Youth Spending Plan Worksheet: Download Excel Spreadsheet
Please find the material below for the first topic in our financial education program for children ages 9-12: For Parents: 9-12 Topic 1 (Back to School Budget) Resources for Children: Practical Money Skills Canada ‘Back-to-School Budget Calculator’: https://www.practicalmoneyskills.ca/calculators/calculate/backToSchoolBudget.php?calccategory=budget Warren Buffett’s Secret Millionaires Club Webisode ‘Why Pay More?’: https://www.youtube.com/watch?v=n1XNK7fXlIc&t=22s