Five Creative Ways To Be Generous This Holiday Season

Lisa HandleyBlog, Christian World View, Family, Generosity, Relationships, Spiritual, Stewardship

As the townhouses in my complex started to light up and mall parking lots became packed with shoppers, I realized the holiday season was upon us. This is the season for gift giving, meal planning and social gathering. Families and friends travel far to see each other, longing to connect and slow down. 2022, without a doubt, has been a roller coaster.

photo

Thank You!

Lisa HandleyBlog, Family, Generosity, Relationships, Spiritual, Stewardship, Wisdom for Life

Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients, our suppliers, our network of advocates, charities & professional organizations, friends of our firm and our families. This list includes some of the best people alive on the planet, we regularly brag about the quality of people we get to serve and those who help us serve. Hopefully, you hear ‘thank you’ from us often.

Three Steps To Eliminate Stress from Your Portfolio

Lisa HandleyBlog, Business & Personal Growth, Financial & Estate Planning, Investment Management, Money management, Retirement Planning, Stewardship

“I have absolutely no concerns about our financial future”. This was the unsolicited response at the end of a recent client review. This client is a more sophisticated investor with a long history of investing in many types of investments.

Volatility is Optional for High Net Worth Investors

Lisa HandleyBlog, Financial & Estate Planning, Investment Management, Money management, Retirement Planning, Stewardship

Are you tired of volatile equity markets? Want to escape the losses in your fixed income investments? If your investment portfolio exceeds $1M you can avoid the volatile equity markets, avoid losses in fixed income and generate solid, consistent returns. Ultra-high-net-worth investors and institutional investors have been doing this for decades with non-traditional investments.

pic of man at table

What We Can Learn from Canada’s Richest Families

Lisa HandleyBlog, Business & Personal Growth, Family, Family Business Succession, Financial & Estate Planning, Money management, Philanthropic & Legacy Planning, Retirement Planning, Stewardship, Wisdom for Life

I was on a webinar recently that featured Paul Desmarais III. Paul is the Chairman & CEO of Sagard Holdings ULC and SVP Power Corp. The Desmarais family is one of the richest families in Canada. Three things stood out for me. Click to read our blog to find out what you can learn from Canada’s richest families.

Photo

Do You Have 2 Classes of Children in Your Family?

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

Each new stage of life offers new insights, perspectives and hopefully wisdom. Our family is on the verge of our second child’s wedding. We have been blessed with exceptional people who have joined our family through marriage. This makes the occasion an incredible celebration. It really is one of life’s greatest blessings. Ask yourself, Do You Have 2 Classes of Children in Your Family?

What’s the Purpose of All Your Money

Lisa HandleyBlog, Business & Personal Growth, Family Business Succession, Generosity, Investment Management, Money management, Spiritual, Stewardship, WFL-3, Wisdom for Life

Have you ever wondered why you have the money you have? You have means but what is its connection to meaning? To put it simply, what is the purpose of your money?

Mitch Anthony of Advisor Insights is a leading trainer for Financial Advisors. A month ago, I spoke at a national conference Mitch was speaking at. I gleaned some important insights from Mitch that I want to pass along.

The most common question I hear from clients is “Will I/do I have enough?” The answer to this question is something we regularly monitor for our clients. Mitch suggests a more valuable question to ask is “Am I managing my money in a way that is improving my life?” This requires the holistic approach our firm provides by addressing investment management, debt management, spending management, risk management, relational management, and financial & estate planning.

Three Steps To Create True Wealth

Lisa HandleyBlog, Family, Generosity, Philanthropic & Legacy Planning, Stewardship, Wisdom for Life

Are you wealthy or just rich? Unfortunately, most people confuse having money with being wealthy. Our culture suggests that success will be found at the next level. Whether that is the next income bracket, the next house, the next car, the next position; those next levels are always there for our grasp.

photo

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