I have something I need to talk to you about…

I have something I need to talk to you about…

“Hi Ryan. I hope you’re doing well. Let me know when you’ve got time for a call. I have something I need to talk about with you. Thanks, Rob” – Jan 23, 5:33pm. Never have I written a article that I wanted to write so much, but couldn’t bring myself to do. This one has...
Taking the High Road with your Money

Taking the High Road with your Money

July was a fantastic month for my wife Bridget and myself, as we finally managed to take our “buck list” trip to Scotland that we had planned for our 20th anniversary.  It was a trip with some special meaning – years ago, Bridget and I met in music school at...
A Will of Temporary Resort

A Will of Temporary Resort

Happy July everyone, it’s Sarah here! While Ryan is off in Scotland this month, I’ve taken over the newsletter to share some personal insights on a recent experience with digital will planning platforms. I know all too well how quickly life changes because...
Canada’s most famous will

Canada’s most famous will

A few days ago, I had the pleasure of presenting a talk on charitable giving and estates to the Saskatchewan Society of Estate and Trust Practitioners (STEP), in Saskatoon. While I was there, I made a pilgrimage to visit Canada’s most famous will – that of a Cecil...