09/06/2026
What does it really take to retire well? David Chilton, author of The Wealthy Barber, is about to find out firsthand. After decades of helping Canadians plan for the future, he's entering retirement himself.
In a recent episode of The Hart of It All, he talks with Teri Hart about what those years really require. He shares his family's experience navigating his 93-year-old father's dementia and long-term care, and why so many Canadians assume the government will fully cover future care costs.
The conversation reinforces something I discuss with clients often: longevity planning matters. A longer life means planning for the longer run, with a focus on financial, physical, cognitive, and social wellness, along with honest family conversations before a crisis forces rushed decisions.
Listen here:
Apple: https://apple.co/3SVl1jZ
Spotify: https://bit.ly/4xC7fBT
08/30/2026
Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and leave a harmonious legacy. https://bit.ly/3SwGaAR
08/29/2026
Financial and digital literacy go hand in hand: protecting a child’s money now depends on knowing how to safely navigate the digital world. The post Digital Literacy for Youth: Raising Kids Who Think Before They Click appeared first on RBC Royal Bank.
Digital Literacy for Youth: Raising Kids Who Think Before They Click - My Money Matters
Financial and digital literacy go hand in hand: protecting a child’s money now depends on knowing how to safely navigate the digital world.
08/26/2026
Markets have shown remarkable resilience in 2026, and the AI investment wave is a big part of the story. From record-breaking corporate earnings to historic levels of capital expenditure by the world's largest tech companies, the momentum behind artificial intelligence is hard to ignore. But as with any transformational technology, the path forward won't be without volatility.
Our latest analysis from PH&N Chief Investment Strategist, Tasneem Azim-Khan, breaks down the forces fueling the AI “supercycle” and what investors need to keep in mind.
Rocket ships to the moon
How AI is driving today’s markets and fuelling investors’ hopes for an out-of-this-world future.
08/25/2026
Every client's plan works the same way for years — save, grow, review, repeat. Then one day it flips, and nobody quite prepares you for that moment.
Retirement isn't just "stop earning." It's the first time many people have to decide how much to take out, not put in — and that decision feels completely different than saving ever did.
Losing a spouse changes it again. Suddenly one person is making decisions that used to be shared, often while grieving, often for the first time in decades.
Neither of these moments is really about the numbers. They're about confidence — knowing the plan still holds even though everything else just changed.
If you've been through either of these transitions — what surprised you most? What do you wish someone had told you going in?
08/24/2026
Learn how setting up a family trust with professional guidance helps you navigate complex family dynamics and protect your assets.
How a family trust helps protect your wealth and control your legacy in Canada
08/21/2026
Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.
How wealthy families are rewriting their philanthropy playbooks
08/10/2026
Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.
08/07/2026
As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.
Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/45SCqMR
To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.
07/31/2026
"Great at building this, not so great at the filing cabinet."
I hear this from some of the most successful business owners I work with. And there’s real research behind why that pairing shows up so often.
The traits that make someone excellent at spotting opportunity — fast decisions, comfort with risk, big-picture thinking — aren’t always the traits that make a 40-page financial plan or a rigid monthly budget feel usable.
It’s not a discipline problem. It’s that most planning tools were never built with their strengths in mind.
For the business owners reading this: What’s actually worked for you? A different kind of check-in, a simpler system, something your advisor changed to fit how you actually operate? I’d like to hear it.