Happy New Year! Welcome to 2022 – I keep seeing the meme that this year is 2020 2… like 2020 is happening again 🙈. While I probably find this meme funnier than I should (still laughing about it to myself), I think a lot of us are good to leave
Since it’s spooky season, and given that Halloween is only a couple of sleeps away, I thought I would touch upon some of the common “scary” concerns that I hear from clients. When I asked my network to reflect on what “scared” them most when it comes to their wealth,
In my years of experience as an Advisor, I have had many clients ask me about investing on their own. The general concept of investing is one of those phenomenons that everyone around you seems to be a natural pro at since most are quick to share their wins! Coming
This summer, I was thrilled to be able to make a couple of guest appearances and share some of my knowledge with a few wonderful local podcasts! I’m a big advocate for education around finances and thought that sharing my entrepreneurial journey as well as some of my industry insights
“Investing is like buying groceries, not perfume” – Benjamin Graham Investing can feel intimidating. It’s a loaded word (especially when coming in with fresh eyes on the subject), but it doesn’t have to be and it actually isn’t that complex. I get so many questions from first-time investors on how
It is well known that building one’s wealth and mitigating risk takes time, but what about the time and structure needed to get set up for this long-term process? My client journey framework puts just as much emphasis on getting you and your finances properly set up for success as
One of the major buzzwords of 2021… BLOCKCHAIN! Although many have surely heard of this term, I’m not entirely certain everyone understands its ins and outs as there is so much to it! While I’m still fine-tuning my knowledge, I thought I would do a 101 to debunk some of
My Dad’s Mom, Vivian, was a spectacular woman. She was born in 1927 in Montreal to her mother, Mariette Daumery from Belgium, and her father, Albert Turnau, from Paris. Her father, a shrewd businessman, retired at the age of 40 in 1936. He owned multiple properties and was a generous
Happy Earth Day! As the world celebrates, I wanted to take a moment to talk about Green Energy, specifically Green Infrastructure. With so much hype around the subject of Green Infrastructure, many are anticipating a MASSIVE shift in how we garner energy throughout the next decade. First, I thought it
My WHY and WHAT it means for you. As I embark on yet another big turning point in my career (launching my own brand!), I thought it was only fitting to have my first blog post be about my why and what – WHY I chose this new path and
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