Stories
Stories
Spending Plans (aka budgets) – Part 1
August 18, 2024
It is common sense that to get ahead in life we need to live within our means. The definition of “means” is simply our income, …
Being a Financial Neutral
July 20, 2024
In my role as a Chartered Financial Divorce Specialist, I often get the question, “Who do I represent?” The short answer is “Both”. This answer …
Full Disclosure is Essential (Non est factum)
July 1, 2024
Negotiating the divorce agreement is often a emotionally charged process. In the financial planning work that I have been a part of, the memory that …
Cashing in RRSP’s and Divorce
June 6, 2024
In a recent Yahoo!Finance article, the author, Andrew Button, wrote that the average RRSP account that many Canadians have at age 71, is less than …
How sharing your stories can cost a minor fortune!
May 27, 2024
In a recent case, I had engaged with a couple that were starting to work through the details of the financial split. Even though the …