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January 28, 2025
Lessons from My Plumbing Pandemic
2020 was a fascinating year—a year of unexpected challenges and, for many, transformative lessons. One of those lessons hit me quite literally when my DIY spirit collided with reality during what I now call my "plumbing pandemic." Our family was fortunate through the...
Impact Tips, Sutton Nurture Drips
ReadJanuary 14, 2025
Embracing New Beginnings
Happy New Year! As we dive into 2025, it's a great time to look back on the past year and think about what we want to achieve in the months ahead. The start of a new year is more than just flipping the calendar—it's a...
Impact Tips, Sutton Nurture Drips
ReadSeptember 15, 2023
Will you have Enough?
Are you wondering, “Do I have enough for an abundant retirement?” If so, you are not alone. Pursuing financial freedom and security has always been a challenge. With recent events, it has become an even more complex and daunting task,...
Articles
ReadAugust 8, 2023
Why supporting clients with digital literacy isneeded when changing technology platforms
Switching dealers involves careful planning and consideration – but advisors who’ve recently undergone such a transition say getting clients adapted to digital platforms at their new firm is often an underestimated part of the transition. FG TRADE/AFP/GETTY IMAGES Sign up...
Articles
ReadNovember 23, 2022
You Only Retire Once – Are You Prepared?
Growing up, I was always afraid of standing up in class to speak or being singled out to answer a question. I thought it was because I was shy. Then I learned that people feared public speaking more than death!...
Articles
ReadSeptember 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,...
Articles
ReadJuly 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...
Special Reports
ReadJune 18, 2021
Advisors who switch firms must do so carefully and strategically
by Alison MacAlpine Special to the Globe and Mail Published June 18, 2021 One advisor who moved firms explored opportunities with other organizations extensively, talking to advisors and meeting with people at his new firm’s head office before making his decision....
Articles
ReadJune 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
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