A handful of Canadian cities are experimenting with open streets — streets that are temporarily closed to cars, opening up spaces for cyclists and pedestrians. cbc.ca/news/canada/op…

Happy long weekend! It’s (already) scary season at the dollar store! 🎃

So far this week, I’ve been called Kathy and Helene (they were pronouncing it like Darlene)… maybe I should go to Starbucks and see what happens there!

How #financial professionals are handling the growing need for complex #crossborder advice. “The thing that they almost always [say] is they didn’t even know it was possible for a Canadian #advisor who has a cross-border business to manage that IRA account,” says Ian Peebles BMO

If you hire freelancers, understand that an invoice (whether it's $500 or $5,000) isn't a line item or a drop in the bucket. It pays their bills. Provides for themselves or their families. Sustains their businesses and careers. Please oh please, treat (and pay) it accordingly.

lol who did this

How to tackle the various #investor biases. “When we help clients take that step back and understand why they’re #investing … then they become more comfortable and less likely to fall victim to these biases,” says Mark Shimkovitz CIM, PFP, CDFA Raymond James (Canada) Helen Burnett-Nichols reports.

This was a good way to freak out all the adults at the kids’ practice tonight (the kids were lining up to have their photos taken with him!) #halloween

Raise your hand if you're a cynophilist.

How #advisors are engaging younger #clients with fewer #assets. “There are #millennials and #GenZ who are professionally trained and educated, they’re thriving in their careers, they have complexity in their affairs, but they don’t have the assets to meet the AUM minimums,” says

This is a fun tool! My year has email AND de-stress 😬

I was just asked if I was “ready for Christmas”. It is the 23rd of November. I’m not even ready for this afternoon.

My #freelance wishes for you this holiday season: May your invoices be paid out early. May you arrive back in January with assignments in your inbox. May you feel free to turn on your OOO email responder. May you trust that 2024 will bring bold opportunities for quality work. ✨

Thank you Globe Advisor for including two of my articles in this Best of 2023 roundup!

Canadians have several tax-efficient saving and investment vehicles at their disposal, from #RRSPs and #TFSAs to the new #FHSAs. But with the increased cost of living expenses, fully funding registered accounts may not be an option for many, leading to questions about how best to

With all that's going on, the last thing you need is the encyclopedia trying to fool you so we just hope you have a nice day.

With more clients requesting a deeper dive into their relationship with money and their financial habits, some wealth management firms and advisors are augmenting their services by bringing financial coaches on board. The approach is proving useful for serving younger clients who

Why paring back services can help your practice grow theglobeandmail.com/investing/glob…

This is who I aspire to be.

With a growing practice, is it better to hire new team members or outsource to external experts? theglobeandmail.com/investing/glob…