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Are You Leaving a Fraction of What You Could?

Lisa HandleyBlog, Family, Family Business Succession, FEP-3, Financial & Estate Planning, Generosity, Investment Management, Money management, Philanthropic & Legacy Planning, Relationships, Spiritual, Stewardship, Wisdom for Life

Our self-made, independent, North American lifestyle results in each generation basically starting over. Out of ignorance, we make the same mistakes of past generations and miss the incredible wisdom from the life lessons of those generations

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Halftime: Moving from Success to Significance by Bob Buford

Lisa HandleyBook, Christian World View, Family, Mentoring, Relationships

Midlife. It doesn’t need to be a time of crisis—turn it into a catalyst for change! Buford uses personal insights, true-life examples, and inspiring quotes to set you on a course from mere success to true significance. Bob Buford founded the Halftime Institute, an organization designed to teach, coach, and connect marketplace leaders to discover God’s calling in their lives.

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Family. Money. by Greg Wills, David & Parker, Terry & Sperry – National Christian Foundation

Lisa HandleyBook, Family Business Succession, Financial & Estate Planning, Investment Management, Money management, Relationships, Spiritual

Written from a Christian worldview, this book outlines the dynamics of family money & how to avoid the common pitfalls of wealth & inheritance. This is a thought-provoking book from 3 of the country’s leading experts on wealth transfer, David Wills, Terry Parker, and Greg Sperry.

Why Your Spouse Is Your Most Important Financial Advisor

Lisa HandleyFEP-3, Financial & Estate Planning, Investment Management, Relationships

Your first thought when reading this title might be: “You obviously don’t know my spouse”.

We may not know your spouse but today we will provide insights based on our experience and on statistics that show couples who are both involved in their family finances will do best.

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How To Multiply Your Legacy By 2,000%

Lisa HandleyBlog, Family, Financial & Estate Planning, Freedom, Generosity, Investment Management, Money management, Philanthropic & Legacy Planning, PLP-3, Relationships, Stewardship, Wisdom for Life

I recently read “the quality of relationships- not the quantity of dollars – ultimately define quality of life.” * The older I get, and the more I speak with clients, the more this truth resonates with me. Our most valuable assets are the quality relationships with family and friends.

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The Game Changer Most People Will Miss

Lisa HandleyBlog, Family, Financial & Estate Planning, Freedom, Generosity, Investment Management, Mentoring, Personal Growth, Philanthropic & Legacy Planning, Relationships, Spiritual, Wisdom for Life

I believe generosity is a game changer. In our own life and in our family. As parents, we all want our children to have a better life than we have. Unfortunately, living in an affluent society has led to high levels of entitlement and people that are very focused on themselves. Generosity is the antidote!

“Please Pass The Turkey” (And Your Values)

Lisa HandleyBlog, Family, Financial & Estate Planning, Generosity, Relationships, Wisdom for Life

Thanksgiving is one of my favourite times of the year. Family, friends, tons of food, sunny cool weather, beautiful fall produce and the grandeur of the fall colours. It’s hard not to be thankful. Over the years, I have heard it said from many different sources that an “attitude of gratitude” is a key factor for success. As Canadians, we have SO much to be grateful for. Consistently, independent surveys rank our country in the top few, and often the top country, to live in the world!