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June 26, 2020
Are you making the wrong gift at the wrong time?
“Begin with the end in mind!” Wise words from Stephen Covey, and easy to apply to some things. My experience as a financial professional is that it doesn’t apply as easy or as often in the world of philanthropy. The...
Articles
ReadMay 1, 2020
The Next Stage in Life: Preserve, Protect, and Pass On Your Wealth
Success for a business owner is a strange thing. An entrepreneur spends most of his or her life doing things that few others would do, such as working sixteen-hour days, getting a second mortgage to manage through hard times, or...
Articles
ReadApril 30, 2020
Top 7 Mistakes Canadians Make when Donating to Charity
“Begin with the end in mind!” Wise words from Stephen Covey, and easy to apply to some things. My experience as a financial professional is that it doesn’t apply as easy or as often in the world of philanthropy. The...
Special Reports
ReadApril 30, 2020
5 Serious Barriers to Your Retirement Plans
What You Need to Know to Retire in Comfort and Not Run Out of Money Answers about your money, your retirement, and about living the rest of your life on your terms. This Special Report has been prepared to assist...
Special Reports
ReadNovember 29, 2019
What’s more important?
My grandfather, Jack Sutton, passed away in October, 2018. He was a World War 2 veteran, and I loved asking him about his time serving as a Navigator with the Royal Canadian Air Force. The Royal Canadian Legion had a...
Impact Tips
ReadMay 29, 2019
Home is where you make it
We show successful businesses, families and charities how to preserve, protect and pass on their wealth so they can impact their world in a meaningful way. Pass this along. Home is where you make it. I often casually remark...
Impact Tips
ReadMarch 29, 2019
Words of Advice
We show successful businesses, families and charities how to preserve, protect and pass on their wealth so they can impact their world in a meaningful way. Pass this along. Words to Inspire. It doesn’t seem long ago that...
Impact Tips
ReadFebruary 28, 2019
Here’s why averages are dangerous…
My grandfather, John (Jack) Sutton, passed away on October 11th 2018, at the age of 94. My grandmother, Hazel, is also 94 years old, and they would have celebrated their 74th wedding anniversary in December. While we will miss Grandpa...
Impact Tips
ReadFebruary 28, 2019
Will your grandchildren know?
Once upon a time… Stories impart wisdom. And stories get passed on. Will yours? What is the story of Cinderella trying to impart to the listeners? Fight for your dreams… and do so with kindness and hard work. Ideals we...
Impact Tips
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