09/11/2026
The science of making the perfect sandwich Sandwich aficionados Lan Lam and Helen Rosner share their tips on how to build them better.
Senior Wealth Advisor & Life Transition Specialist
I don't just plan for numbers — I plan for your life as it unfolds. Change can be overwhelming.
Holistic financial advice for people navigating life's biggest transitions — with clarity, empathy, and a plan that grows with you. I help my clients embrace and navigate change to protect their dreams and maintain their financial goals. Whether it’s becoming an empty nester, planning or living in retirement, facing a layoff, downsizing, sale of a home, sale of a business, marriage or even divorce, I’m here to help you explore your financial options and figure out the best path forward.
09/11/2026
The science of making the perfect sandwich Sandwich aficionados Lan Lam and Helen Rosner share their tips on how to build them better.
09/11/2026
Sandwich aficionados Lan Lam and Helen Rosner share their tips on how to build them better. https://tinybfs.com/t/BtXUU2
09/10/2026
Business leaders urge corporate Canada to support daycare as ‘nation-building investment’ Advocates in the corporate world say the conversation around early childhood education should be an economic one.
09/10/2026
Advocates in the corporate world say the conversation around early childhood education should be an economic one. https://tinybfs.com/t/b3sRlG
09/10/2026
Every person carries an internal money story — a quiet narrative that influences how they save, spend, invest, and plan. It’s the story behind the strategy, the belief behind the behaviour, and the lens through which every financial decision is made.
Most people assume their financial choices come from logic.
But in reality, they come from lived experience.
Your money story is shaped by childhood memories, past financial wins and losses, cultural expectations, and the emotional imprint of moments that taught you what money means. These stories often operate in the background, guiding decisions without being questioned.
And here’s the empowering truth:
You can rewrite that story at any time.
09/09/2026
U.S. businesses fear prolonged trade war with Canada could permanently strain cross-border ties Business relationships and innovation on both sides of the border could suffer if tensions endure, industry leaders warn.
09/09/2026
Business relationships and innovation on both sides of the border could suffer if tensions endure, industry leaders warn. https://tinybfs.com/t/MzlcAp
09/08/2026
Understanding Treasury Securities: Bills, Bonds, and Notes Treasury securities are backed by the U.S. government's full faith and credit. They include Treasury bills, Treasury bonds, and Treasury notes.
09/08/2026
Treasury securities are backed by the U.S. government's full faith and credit.
They include Treasury bills, Treasury bonds, and Treasury notes. https://tinybfs.com/t/6c8U6g
09/08/2026
Your nervous system is honest.
It speaks before your mind rationalizes, before your calendar overcommits, before your habits take over.
When your body says “no,” it’s not being dramatic — it’s being wise.
It knows when something isn’t aligned, when a boundary is needed, or when a decision deserves a slower, more grounded pace.
Pause for a moment today and check in:
What is your body telling you right now?