September 2021 – Happy New Year

We know it is only September, but doesn’t it feel like this is really the first month of a New Year? We have finished our summer lolling about and are full of renewed energy and drive, right? This is when we learn new things, start fresh projects and open up the portfolio statements that have sat in the pile growing on our hall tables.

After a year and a half of external situations to manage and challenges to overcome, we enter a season of what we are going to call, “optimistic progress.”

Regardless of what is going on around us, no one can take away our ability to manage our thoughts more productively, develop sound plans and take progressive action towards our financial goals.

Consequently, our theme this fall season is: “Finance Forward”

As we continue to traverse through the ever-changing world around us, we are inspired to get our financial lives humming the song we long to sing. Together, we will shift from reflection to practical action and harmony.

As such, we have prepared a wide array of offerings to help you move forward. Regardless of where you are on the financial continuum, we are certain there is something here for you.

Many of our programs have limited registrations this season, so please make sure you register for your favourites ahead of time and mark them in your calendars. Take yourself and your future seriously with strong intention and follow through!

All the best for the “New Year.”

We look forward to seeing you soon!

Kamal and Tracy