Chasing Performance and Irrational Expectations

Published by Zainab Williams on May 14, 2018

Recently, I was asked about the return I expect to achieve for clients going forward.  I have been asked this question many times in my career and have spent considerable time contemplating how best to... Continue reading

The cost of university tuition in Canada

Published by Zainab Williams on May 14, 2018

It’s no secret that the cost of sending your kids to college or university is rising – and has been for quite some time. So let me ask you a question, are you saving for your kids’ education and do you... Continue reading

4 Questions to Ask Your Financial Advisor

Published by Zainab Williams on May 14, 2018

Did you know a financial advisor can help you live your best possible life within your personal budget? According to The Investment Funds Institute of Canada, you are more likely to become wealthy if ... Continue reading

How to Stay on Track For Retirement

Published by Zainab Williams on May 14, 2018

Whether you’re planning to leave the workforce in five, 10, or even 30 years, it’s vital to stay on top of your retirement plan. Statistics Canada found that since the 1970s, the number of Canadians with... Continue reading

Upcoming Seminars: Ready to retire from your Family Business? Succession Planning Strategies

Published by Zainab Williams on May 14, 2018

Ready to retire from your Family Business? Succession Planning Strategies   DESCRIPTION   Succession Planning for the Family Business    Plan your Transition with Ease of Mind over lunch with like-minded... Continue reading

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