On the weekend I took advantage of the good weather to get some outside chores done. I had some tools with me, but still I had to come inside to grab a hammer. Then later I came in again to grab some needle nose pliers. If I already had tools with me, why would I […]

Her issue — pay off the mortgage or invest in financial assets? At the age of 31, a woman we’ll call Autumn, is a veteran of the hospitality industry. Currently a server in British Columbia, her income is substantially dependent on tips. Over a period of a year, she averages $4,500 per month after tax. […]

  Over my years of experience with a wide range of clients and families, I have observed three common Power of Attorney (POA) mistakes made by clients. These three mistakes can result in unnecessary confusion and expense, as well as unfortunate family squabbles. Mistake #1: Getting a Bank Power of Attorney or a Joint Account My […]