by Monty Souther, PFP®, CFP® | Jan 14, 2026 | Financial Advisors, Investing
When you’ve worked years to build substantial wealth, the decisions you make about who manages it carry weight far beyond portfolio performance. For high-net-worth individuals, the relationship with a financial advisor is foundational to preserving legacy,...
by Monty Souther, PFP®, CFP® | Sep 23, 2025 | Financial Advisors, Financial Planning, Taxes
Sudden wealth can arrive in many forms — selling a business, receiving a large inheritance, or experiencing a financial windfall such as a settlement or stock payout. While these events often bring relief and opportunity, they also raise complex questions: What should...
by Monty Souther, PFP®, CFP® | Mar 12, 2025 | Financial Planning, Retirement Planning, RRSP
When it comes to managing your retirement savings, transferring your RRSP or pension to a financial advisor is more than a simple transaction—it’s a strategic move to protect and grow your wealth. Without expert financial guidance, you could face unnecessary tax...
by Monty Souther, PFP®, CFP® | Jul 4, 2024 | Financial Planning
Personal financial planning is essential for managing your life and planning for the future. While it may seem daunting at first, breaking down the process into manageable steps can help you reach long-term security and the ability to pursue your passions. Step...
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