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Today, on National Indigenous Peoples Day, we honor and celebrate the diverse cultures, languages, and contributions of ...
06/21/2026

Today, on National Indigenous Peoples Day, we honor and celebrate the diverse cultures, languages, and contributions of First Nations, Inuit, and Métis peoples.

Like the related Indigenous philosophy that encourages individuals consider the impact of their decisions seven generations into the future, our purpose-driven firm strives to create positive generational impact.

This day reminds us of the importance of meaningful reconciliation. It's about listening to stories, respecting traditions, and supporting Indigenous communities in building prosperous futures on their own terms.

The Fed held the fed funds target range steady at 3.5%-3.75% and removed the previously projected 2026 rate cut from the...
06/20/2026

The Fed held the fed funds target range steady at 3.5%-3.75% and removed the previously projected 2026 rate cut from the dot plot, as expected.

How did the markets perform this week? Get the highlights and the latest economic news.

The way most people think they spend money and the way they actually spend it can be surprisingly different. You might a...
06/15/2026

The way most people think they spend money and the way they actually spend it can be surprisingly different. You might assume you're only spending a certain amount on dining out or subscriptions, but when you track it, the reality often looks quite different.

That's why the first step in creating a balanced family budget is simply knowing where your money goes each month. Not judging it. Not changing it yet. Just understanding it. Track your income, your essential expenses, your debt payments, and yes, the money you spend on things that make life enjoyable.

Having a clear picture of your spending habits can help you gain more control. And having more control can help reduce financial stress and can help you make better decisions about what matters most to your family.

If you'd like help getting a clear view of your financial situation and creating a plan that works for your family, reach out. We can walk through it together.

These considerations can help you get a handle on how you spend money each month.

Tech is cooling, not breaking: The recent pullback in semiconductors reflects profit-taking after a “too far, too fast” ...
06/13/2026

Tech is cooling, not breaking: The recent pullback in semiconductors reflects profit-taking after a “too far, too fast” rally, with improving breadth signaling a healthier market backdrop.

How did the markets perform this week? Get the highlights and the latest economic news.

💍 Congratulations! You’ve booked the venue, chosen the dress, and picked the flowers.But have you talked about your fina...
06/12/2026

💍 Congratulations! You’ve booked the venue, chosen the dress, and picked the flowers.

But have you talked about your financial goals yet?

With engagement parties, fittings, and seating charts, it’s easy for financial conversations to fall to the bottom of the list. And that’s completely understandable, wedding planning is exciting.

Still, money is one of those topics that can quietly shape a relationship over time. Starting the conversation early can help you build clarity, confidence, and a strong foundation together.

Because planning for your future is just as important as planning for the big day.

👉 I can help guide these conversations and support you as you start this next chapter — together.

It's important to discuss your finances and long-term goals with your significant other.

06/10/2026

When you’re building a life together, aligning on money can be an important part of the journey.

Some conversations couples often postpone, but shouldn’t:

• What are our individual and shared financial goals?
• Do we combine accounts, keep them separate, or use both?
• How will we handle debt or big purchases?
• What does “fair” look like when it comes to budgeting?

Financial planning isn’t just about paying for the wedding. It’s about aligning your money with the life you’re building and avoiding surprises down the road.

👉 I’m here to help guide these conversations and support you as you begin this next chapter — together.

06/08/2026

Edward Jones Canada and Gallup just released (2026) national research on financial fulfillment in Canada, here’s what the data shows:

• Only 12% of Canadians are financially fulfilled
• 47% feel financially conflicted, feeling both gratitude and stress about money at
the same time
• 41% are in consistent financial stress

What stands out most: in an analysis controlling for net worth, age, and other factors, professional advisors were the only source of financial guidance with a positive association with financial fulfillment. Guidance from other sources including friends, family, personal internet research, news, social media, and AI had no or negative relationships with fulfillment.

If you're not sure your money is working toward what matters to you, that's worth a conversation. Reach out, I'd love to help you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

Last week's blowout U.S. payroll report underlined the improvement in the U.S. labour market this year, with hiring acce...
06/06/2026

Last week's blowout U.S. payroll report underlined the improvement in the U.S. labour market this year, with hiring accelerating and broadening across sectors, signaling a more durable foundation for growth. Canadian employment data were also surprisingly strong, reversing some of the weakness in hiring this year.

How did the markets perform this week? Get the highlights and the latest economic news.

Your financial future deserves professional guidance and long-term commitment – in a way that fits into your busy life. ...
06/03/2026

Your financial future deserves professional guidance and long-term commitment – in a way that fits into your busy life.

Get the attention you deserve for the long term, right here in your community.

Address

G-75 Colonnade Road North
Ottawa, ON
K2E0A8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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