As ‘relationship managers,’ advisors can help couples unpack difficult money conversations, tamp down their anxiety.
Glen was featured in an article on advisor.ca recently – click here to read the full article.
Direction Over Resolutions: A Smarter Way to Start the Financial Year
January often brings pressure to make financial changes, but urgency doesn’t always lead to better decisions. This article explores why long-term financial planning, clarity, and consistency matter more than seasonal resolutions when building lasting wealth.