Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"
The pandemic has made clients think about care options for themselves and their parents
Too often, financial planning is viewed only as a math problem
Canadian Women's Chamber of Commerce founder talks money
This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]
A cave diver discusses death and taxes
Learning how to talk about money
An author and entrepreneur looks at death in the digital age