Sherry Davis, Senior Financial Advisor at ATB Wealth

Thank you to our early bird corporate "Sunflower Sponsors" of the Blue & Gold Gala! We are grateful for and so appreciate your support: Vanquished Construction Guardian Security Solutions Modern Aesthetics Sherry Davis, Senior Financial Advisor at ATB Wealth Insight LLP Chartered Professional Accountants Bros Construction

Get your tickets to the event, or grab a sponsorship spot! https://www.eventbrite.ca/e/rotary-blue-gold-gala-celebrating-ukraine-tickets-1588435686899?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

Reframing risk for investment success Getting comfortable with risk can help you stay focused on and achieve your future goals. Here’s how to rethink risk as an important part of your portfolio.

I don't completely agree with them all but they are interesting thoughts on lifestyle and money!

17 Thoughts About Money - A Wealth of Common Sense Some random thoughts about saving, spending and finding financial contentment.

The importance of inflation in your net worth projections Projecting your net worth requires thoughtful consideration of both your assets and the external factors beyond your control. Find out how inflation needs to be accounted for in your projections and retirement planning.

A few financial tips and life reflections from Morgan Housel...
Do any of these resonate with you?

A Few Things I’m Pretty Sure About You don’t have to know exactly what the future holds to know that some people will handle it better than…

Managing success and wealth is as important as growing and building it in the first place!

9 Biggest Mistakes High Income/High Net Worth Millennials Make – The Long Game | A Blog By Thomas Kopelman We often associate wealth with financial expertise, but this could not be further from the truth. High net worth people are not immune to making mistakes.

This is a great article showing the history of retirement and how fortunate we really are with opportunity and time on our side. We are blessed to dream and have the good fortune to plan! Think about your retirement dreams and do you have a plan in place to get you there?

The Evolution of Retirement - A Wealth of Common Sense Why retirement is still a relatively new concept.

How much Americans need to be 'wealthy' may surprise you Investors south of the border show there are some assets that are harder to price