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10/14/2026

You're successful in business, but will you succeed in succession? The key to passing on your business is to start planning early – even before you decide on a retirement date. Watch the video for some important tips and contact me to get started.

10/12/2026

Market fluctuations are a reality of investing, making discipline and perspective key to maintaining confidence through all types of market conditions. To learn more about managing stock market volatility to achieve your investment goals, contact me today.

10/09/2026

What does incapacity mean when it comes to protecting yourself and your property? How can a power of attorney help? https://bit.ly/4jfiA6z

Golf is a good reminder to stay with the shot in front of you.A great shot can tempt you to get ahead of yourself. A poo...
10/08/2026

Golf is a good reminder to stay with the shot in front of you.

A great shot can tempt you to get ahead of yourself. A poor one can make you replay it for too long. Either way, the next decision still deserves your attention.

What has golf—or another sport—taught you about patience and focus?

Did you know that emotional investing drives financial markets as much as other market fundamentals? It’s important to m...
10/07/2026

Did you know that emotional investing drives financial markets as much as other market fundamentals? It’s important to main perspective and focus on the long term. To learn more about managing stock market volatility to achieve your investment goals, please contact me today.

A business transition is rarely one big decision made at the last minute. It’s usually a series of conversations that be...
10/07/2026

A business transition is rarely one big decision made at the last minute. It’s usually a series of conversations that begin well before a sale, succession or leadership change is on the calendar.

Who can run the business? What does the owner want the next chapter to look like? How do family, employees and professional advisors fit into the plan?

For owners thinking about a future transition, which question would you want to clarify first?

The routines that last are often the ones that fit into an ordinary day.A walk before the calendar fills up. A few minut...
10/06/2026

The routines that last are often the ones that fit into an ordinary day.

A walk before the calendar fills up. A few minutes outside between commitments. A little more time to reset before the next thing.

Small habits can make a busy week feel more manageable. What simple routine helps you feel your best?

10/05/2026

Leanne Kaufman, President and CEO of RBC Royal Trust, joined David Chilton on The Wealthy Barber podcast to discuss one of the most essential—yet often overlooked—aspects of managing wealth: estate planning.

In the conversation, Leanne breaks down the do’s and don’ts of estate planning including why everyone (regardless of age or net worth) needs a Will, the value of a “when I die” binder and some mistakes to avoid.

Watch the full episode here: https://bit.ly/4ze0BlA

A business owner’s financial picture can live across several places: the operating company, a holding company, real esta...
10/05/2026

A business owner’s financial picture can live across several places: the operating company, a holding company, real estate, personal investments and future obligations.

Seeing those pieces together can make it easier to ask better planning questions—about liquidity, a future transition, family priorities and what the business needs next.

If you put your business and personal financial picture on one page, which part would you most want to understand more clearly?

I’m looking forward to the simple moments that make a week feel full: a walk together, an unhurried dinner, a conversati...
10/05/2026

I’m looking forward to the simple moments that make a week feel full: a walk together, an unhurried dinner, a conversation that goes a little longer than expected.

The calendar is always asking what’s next. It’s good to leave a little room to enjoy what’s here, too.

What’s one small thing you’re looking forward to this week?

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45 O'Connor Suite 900
Ottawa, ON

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