“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.
What We Can Learn from Canada’s Richest Families
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.
The Most Important Discovery I’ve Made In The Last Decade
I am constantly learning; whether it is from great books (thank goodness for audio books) or great people who I have the privilege of interacting with.
Today, I want to share with you one of the most important discoveries I have made in the last decade.
It has revolutionized my life, reduced my stress, and made life incredibly more enjoyable.
It is called the ‘Belief Matrix’ and it was taught to me by my friend and mentor, Paul Anthes, of R3 Coaching.
What’s the Purpose of All Your Money
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.
Wisdom Over Wealth by John Cortines
Readers are invited to rethink their relationship with money through the lens of biblical wisdom. This study explores how wisdom alone can preserve life and guide lasting impact. Through real-life stories and Scripture, the book contrasts worldly success with godly stewardship, urging us to view money not as a treasure to hoard, but as a tool to serve God’s purposes.
The Steward Investor by Donald E. Simmons
What does it mean to invest as a steward? Using biblical principles and decades of experience, Simmons reframes how values-based investing can align portfolios with purpose, impact, and eternal significance. The practical guidance and real-world examples equip readers to pursue returns that matter—not only in dollars, but in lives changed and legacies built.
Leadership and the One Minute Manager by Ken Blanchard
Leadership and the One Minute Manager® teaches managers the art of Situational Leadership®–a simple system that refutes the conventional management mandate of treating all employees equally. With this book, you will learn why customizing management styles to individual employees is very important. Tailoring management styles to individual employees is important; when to delegate, support, or direct; how to identify the leadership style suited to a particular person; and how consistent use of the One Minute techniques will produce better management and enhanced motivation on all levels.
Every Family’s Business: A Blueprint For Protecting Family Business Wealth By Thomas William Deans
Gifting your business to your children can damage your business and undermine family relationships. He offers the compelling new perspective that it is, in fact, impossible to separate family and business. Touted as one of the 10 books every business should read by The New York Times.
Your Life…Well Spent by Russ Crosson
Most people want to prosper financially, and in their pursuit of material gain, they often sacrifice the greater goal of posterity. There is a better way to think about money, about one’s life work & legacy.
When The Game Is Over It All Goes Back In The Box, John Ortberg
Written from a Christian worldview, this strategy-filled playbook walks you through what it takes to really win big at the game of life.
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