Tag: financial advice

Dollar-Cost Averaging

| Financial Planning, Market Insights

There is ongoing debate about the pros and cons of Dollar-Cost Averaging (DCA). This is a process where an investment is made, at regular intervals, regardless of an asset’s price. For example: Emily wants to contribute to her TFSA as part of a 5-year plan to save enough for a condo down payment. She has ...

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Transitioning Through Divorce

| Speaker Spotlight, Tools, Talks & Resources

“For people going through a separation or divorce, it can feel like being lost in the solar system with all of these meteors flying by.” In the collaborative divorce process, several professionals work together as a team to support the needs of a family transitioning through divorce with the goal of avoiding litigation. Sandy Hawkins, ...

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Transitions

| Financial Planning

One of my favourite stories is about a senior client who once said to me, “I’ve had five marriages!” “Wow!” I replied. She continued, “All to the same man!” She had been married 65 years. Regardless of how relationships unfold or their time frame, one of the most helpful ways to view our relational journeys ...

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