by Monty Souther, PFP®, CFP® | Aug 25, 2026 | Financial Planning
For many families who have built significant wealth, the biggest worry isn’t whether there will be enough to pass on. It’s whether the next generation will be ready for it. Will inherited wealth undermine work ethic? Will it dull judgment, or create a...
by Scott Nelson | Aug 5, 2026 | Financial Advisors, Financial Planning, Retirement Planning
Many affluent families find themselves managing two financial plans at once: their own retirement and their parents’ care. This is often called the sandwich generation experience, and it comes with emotional weight as much as financial complexity. Love, guilt,...
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 Monty Souther, PFP®, CFP® | May 12, 2026 | Financial Planning, Investing, Taxes
Imagine reviewing an investment portfolio that matches your exact risk tolerance and long-term personal goals. The mix of equities, bonds, and alternative assets looks optimized on paper. Yet, beneath the surface, a quiet inefficiency might be eroding your returns...
by Scott Nelson | Apr 13, 2026 | Estate Planning, Financial Advisors, Financial Planning
An unprecedented shift is occurring in the Canadian financial landscape. Over the next two decades, an estimated $1 trillion will transition from Baby Boomers to Gen X and Millennials. This “Great Wealth Transfer” represents the largest intergenerational...
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...
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