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December 21, 2021

A lifehack for the things you can not control in 2022

With Christmas just around the corner, I’m reminded of a story we shared at the beginning of the pandemic. The Stockdale Paradox… Click here for a quick refresher The premise is that we need to be rationally optimistic, face the...

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November 9, 2021

Einstein’s answer to your money and future…

September 30th marked the first National Day for Truth and Reconciliation in Canada. The day honours the lost children and survivors of residential schools, their families and communities. As a business we decided to close our doors that day to...

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September 29, 2021

Design Your Lasting Legacy

How was your summer? Ours was great – by design. Going into every summer, we start with a plan for what we think it could look like. But based on everything happening this year, we really wondered what the summer...

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September 7, 2021

DIY is popular… and dangerous…

We've talked about the dangers of Do-It-Yourself (DIY) planning before. And we can't say it enough. Doing anything yourself unless you are trained and experienced is dangerous and costly. If your phone is broken, do you try and fix it...

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September 2, 2021

Interview with Tim Hansen by My Business Magazine

Written by GARY MILAKOVIC “Success takes work,” said Tim Hansen, Wealth Advisor with Sutton Wealth. “You need to make an investment in yourself. It takes time and energy: there’s no quick solution. Success is a lot of small, good decisions,...

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August 10, 2021

Three Insights from David Bentall

As the current Chair of the Board for Family Business Association Saskatoon, I had the privilege of a “front-row” seat for our keynote speaker at our Family Business Celebration virtual event in June. David Bentall was President & CEO of...

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July 14, 2021

Is Now The Opportune Time To Upgrade Your Lifestyle (And Your Financial Advisor)?

“We cannot solve our problems with the same level of thinking that created them.” Wise words from Albert Einstein. This report is about the real issues and challenges facing anyone who has accumulated money. Contrary to what most believe, the best...

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July 13, 2021

Keep your Feet on the Ground

Wow, has it been hot outside. Following the estate planning webinar that I hosted on June 29th we made our way to the lake for the first weekend in July. What a great place to be for some fishing and...

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June 22, 2021

A Wise Widow Once Said…

“The best thing you can do for a widow is to guide her to be involved while her spouse is still alive.” I have had the privilege of advising many wonderful people over the years, including a few great men...

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