Financial Success. It’s not how much money you’ve made, it’s who you are becoming. I recently attended a seminar where a very wise woman made the foregoing statement. She was referring to sales people who judge themselves by their visible … Read More »
Sales is a game of inches; so too is building wealth.
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RRSP, RESP, RRIF, LIRA, TFSA …. Are some or all of these acronyms unfamiliar or confusing to you? Do you want to invest but feel reluctant due to a lack of understanding of these plans, or terms such as fixed … Read More »
Crucial conversations with your accountant Spring and tax season are coming – are you prepared? As a Canadian, there are a couple of things I don’t like about winter – especially the cold weather, and the short days. As I … Read More »
Crucial conversations for entrepreneurs and investors:#5 The “F” Word Follow up and follow up again – it’s what effective leaders (and financial advisors) do When I was relatively new to managing people, I often wished I could give a task … Read More »