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Time’s a tickin’! It’s tax season, and I’m here to chime in with my two cents to get you set up properly for your 2022 tax year. This year, the Canadian tax deadline falls on April 30, which means we have around a month to prep. Personally, I always like

As you might know, I’m a BIG proponent of balance, both in my work life (as you can see in my blog here) and in my personal life. Today, I want to give you a little glimpse into my “free time,” or what I have of it after I factor

It’s a new year, meaning it’s time to start fresh and curate a list of new books for 2023! I’m not sure about you, but depending on my mood, my book preferences change. I’ve been working on my own list of book finds, and I thought I would share some of my favourite reads from 2022 and the ones that have been recently suggested to me for 2023!

As we kick off the new year, it’s time to reset and re-centre so we can set ourselves up for success in the next 12 months. This month, I want to focus on balancing our finances rather than budgeting our finances. We hear it so often that it might not even register, but budget is a very restrictive word, one that reminds us of all the things that we cannot have.

Social Accounts I Trust and Follow I’m about to say something I may not have said a few years ago, but I love social media! I love how this world has expanded to include so many different communities, and I especially love the accounts that have committed their time to

Best Apps for Travel Series: Splitting Costs Whether on a road trip to Kelowna or planning a Greek Island getaway, sharing and splitting costs with your travel companions can sometimes be a bit stressful. Luckily, I found a few great apps that can help to ensure a stress-free trip. I

So you’ve probably heard about RRSP and RRSP season… but perhaps you’re wondering what it all means and how can it work best for you? The Registered Retirement Savings Plans were created in 1957 as part of the Canadian Income Tax Act. RRSP accounts are available to all Canadian residents

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

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