I shared in a previous article that before I became more mindful about my giving, I used to give every time the phone rang. Sometimes it was my sole responsibility to send all the children in the city to the circus.Another time it seemed that the entire police force was depending on me to single-handedly finance…
I was talking with a friend that I haven’t seen for a while and the conversation inevitably comes around to what has 2020 brought to your family and business/work life? She surprised me by saying that 2020 has been a year of huge blessing. Two babies were born to their family and she was so thankful! I’ve…
My favorite leisure activity is trail riding with my horse. I load up a horse or two in the trailer and we camp where we have access to great trails. When I first started trail riding on the 11,000 acres of the Ganaraska Forest in 2012, I didn’t venture out without the guidance of some of our…
Imagine you are sitting at the desk or table where you sit when you pay your bills. Your chequebook is there in front of you. You are going to write a big cheque today. It’s a cheque for $500,000 and it’s causing you to pause. You reach for your pen and you fill in the number $500,000 and…
Apply the three P’s… Plan, Protect, Purpose What if I told you that doing proper estate planning will allow you to protect your family from the effect of taxes and you can make a far bigger impact on this world than you ever thought was possible. I might get your attention for a few fleeting moments. The…
It’s a familiar story, I begin working with a new client. Inevitably they have never discussed or considered the amount of taxes that will be paid by their estates. This, with all the information available to us in 2020. Since most Canadians have no idea what that tax number is likely to be, they likewise have made no…
More than 125 million US and Canadian citizens over the age of 18 do not have the most basic end of life document prepared. Add outdated Wills to that number. This leads to the next question. What percentage of Canadians have considered their after-tax estate and have taken steps to reduce the tax and leave more to their…
I’m curious, how much time did you devote to making the decision about what organization to give to? Was it part of a larger plan? Did you sit down in January and make some giving goals for the year? Did you consider the tax implications of your donation? Did you consider that there are 86,000 registered charities in Canada…
Invest your Money Mindfully… and create a better world. When we invest our money, we can cast a vote for our values. When we don’t invest mindfully, we may be unconsciously supporting companies that we wouldn’t endorse if we gave it a little more thought. Some people have never considered making investment choices based on the…
You are voting every day. Your daily actions cast a vote. Are you aware of what you are voting for? If you’re not mindful, you may be casting votes that conflict with your values. It can be daunting to examine our daily habits in terms of their influence. Let’s talk about our spending habits. Let’s consider what we…