What is Estate Planning? Estate planning is the process of arranging for the management and transfer of a person’s estate during their life and after their death. The “estate” is the term for everything owned by a person and is usually used to define those...
Author’s note: Life can feel incredibly expensive. This article is written by a financial planner, so there is some bias – I’m likely to recommend strategies that apply to women in general to manage financial risk. However, it’s important to recognize that the...
For older Canadians considering their estate planning, minimizing probate fees may be a concern. For many Canadians, their biggest asset by far is their principal residence. In some cases, it’s worth over a million dollars. For Ontario residents, whose estate...
What’s a bigger driver of investment performance – asset allocation or your investing behaviour? Many people likely believe that neither of these is the biggest driver of portfolio performance, but instead that the biggest driver is security selection. There is...
You could have money trauma. Like all trauma, it’s different for everyone. At the very least, you may have some emotional wounding, cognitive distortions, or negative feelings around money. I’ll explore these themes more deeply in separate articles. Suffice to say for...
