Trauma of Money

Trauma of Money

My wonderful colleague Sarah recently graduated from a professional development program called “Trauma of Money”. The course looks at the intersection of human psychology and finance. I’m excited to have her guest write this month’s newsletter as she shares her...
Family Gifts that make a Difference

Family Gifts that make a Difference

A few weeks ago, I did a talk for Nature London, as part of their Nature in the City series. While I do a lot of talks on financial, charitable and estate topics, this one was a bit different, as it was on my passion for astronomy, and astrophotography in particular....
When Politics and Planning Clash.

When Politics and Planning Clash.

If you have been a long-time reader, you’re probably somewhat surprised to get a January newsletter from us. Most years we take January off, as we have found that nobody likes to think about their money this time of year. Recent events have gotten me thinking about a...
A Messy Messy Christmas

A Messy Messy Christmas

Normally at year end, I like to tell the story of a real person – often we make it someone with a lot of personality or character who has done something unique and amazing with their estate. I’ve spent the year debating what story I should tell. And then, perhaps with...
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...