by Kateryna McVeigh | Sep 16, 2026 | Financial Planning, Investing
Trade headlines can make even the most patient investor uneasy. One announcement, and markets seem to swing overnight. If you have asked yourself, “How do tariffs affect my investment portfolio?”, you are not alone. It’s a fair question, and it deserves a calm,...
by Kateryna McVeigh | Jun 16, 2026 | Financial Planning
You’ve worked hard to build something meaningful. Now you want to help your children get ahead without simply handing money over and hoping for the best. Outright financial gifts feel generous, but they come with real risks: divorce settlements, creditor claims,...
by Kateryna McVeigh | Feb 11, 2026 | Financial Advisors, Financial Planning, Investing, Taxes
Many successful Canadians are drawn to self-directed investing for understandable reasons: lower visible fees, greater control, and the satisfaction of managing their own financial future. For high-income professionals and entrepreneurs, DIY platforms can feel...
by Kateryna McVeigh | Oct 23, 2025 | Financial Planning, Investing
Wealth is more than just numbers—it’s a reflection of values, experiences, and aspirations. As high-net-worth individuals, understanding how different generations approach investing, spending, and legacy planning is crucial. While the trends discussed here offer...
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