Pretium Wealth Management

Invest with a Plan Instead of Waiting for the Perfect Moment Here's a framework that satisfies both the head and the heart.

Unicorn Stories Sell the Myth of Overnight Success — But Here Are the 5 Truths They Leave Out A serial investor breaks down five hard truths about entrepreneurship that unicorn headlines conveniently leave out, from boring early momentum to the personal toll no one talks about.

Happy Canada Day! 🇨🇦

Today feels extra special as we celebrate not only our country, but a historic moment for Canadian soccer — Canada advancing on the FIFA world stage.

It’s a proud reminder of what’s possible when talent, grit, and teamwork come together.

Wishing everyone a joyful Canada Day filled with pride, gratitude, and celebration. 🍁

Still reflecting on a wonderful evening at last week’s Peak Awards Gala with the incredible Board of the .bc

Grateful to be part of a community that is committed to supporting, connecting, and advancing women in finance. Proud to continue contributing as an AWF Board Member alongside such inspiring leaders.

Don’t Fret the War. Why ‘Big Money’ Investors Are Bullish—and Where They’re Investing Now. In Barron's latest Big Money poll, professional investors see meager gains for some markets this year. Here’s where they’re putting money to work.

A conversation I wish more people had sooner than later.

A conversation I wish more people had sooner than later... A conversation I wish more people had sooner than later...

How to Understand Downside Risks in Your Retirement Portfolio If you want portfolio growth, you will need to take on some risks. This is how to understand those portfolio downside risks.

tinybfs.com

Why "Temporary" Is the Most Expensive Word in Retirement Planning Pandemic, inflation, Ukraine, Iran. Compounding shocks are rewriting retirement risk. Why the old planning model isn't enough and what retirees need to do differently.

I’ve Started Multiple Businesses Over 30 Years — Here’s My 4-Part Formula to Building Long-lasting Success Drawing from all of the author's experiences in building multiple businesses, she developed a four-part formula that serves as a practical roadmap for achieving sustained success.