Cofounder & CEO, Spring Planning | Family Enterprise Consultant, Trella Advisory | Board Director, Family Enterprise Canada | President, Financial Planning Association of Canada | Author & Speaker
(Video) Can You Afford to Age in Place?
What is a recession... and what does it have to do with pop music?
Past, Present & Future: Reimagining Legacy Through Story (Podcast)
Why Advisors Must Move Beyond Transactions with Savvier Investors
The 30 Year Weekend: Planning for the Retirement Adventure of a Lifetime
Estate Planning for Blended Families
Estate planning is more than a will...
What Every Parent Needs to Know About Wealth Planning
Longevity & Legacy: Financial Planning for health, family, and wealth
Financial Stability When the World Feels Unstable
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