Three reasons why you need a financial planner – even if you’re not rich
It’s a common misconception that you need to have a lot of money to work with a financial planner. You don’t. That’s kind of like believing that only people who are in great shape should work out with a personal trainer. Bonkers, right? Anyone who has an...
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9 Tips for Financial Success
Hello Friends! Last Saturday I attended the Canadian Personal Finance Conference in Toronto. This year’s theme was all female - women’s financial empowerment, which is totally up my alley! Even cooler, all the speakers were women. It was very inspiring! While I was...
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Kicking Perfectionism
Perfectionism. The pursuit of an unachievable goal. That nasty voice in your head that tells you you're not good enough so don't even bother trying. As a recovering perfectionist I know the struggle... and that's why I'm launching this new video series!! It's all...
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Ask these three questions to figure out which accounting software is “The One”
Bookkeeping - an extremely important but unsexy part of being an entrepreneur. Or so I thought, until I found this: Mmm hmm. Now if only there was accounting software that rewarded my reconciled bank accounts with such beautifully encouraging messages…. *Sigh* Until...
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How to Motivate Yourself for Tax Season
There’s nothing like a deadline to jumpstart your motivation, so here’s one for you: April 30th. That’s the date by which your personal tax return must be filed and paid. The good news is it’s still several weeks away! Plenty of time to get yourself organized and...
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Client Love: Joy’s Story
This week's blog is the second instalment in “Client Love”, a new series where I take you behind the scenes of what it’s like to work with me – as told by my clients. Meet Joy, social entrepreneur and digital doula. Joy empowers women to drive their own car (online!)...
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The Procrastinator’s Guide To RRSPs
The RRSP contribution deadline is coming. Tomorrow - March 1, 2017 - to be exact. But what does that mean? Should you contribute? How much? And what exactly is an RRSP anyway? So many questions, so little time. Don’t worry, I got you. Your question: Have 5 seconds?...
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I love my money. This is how I show it.
I’ve always been a numbers girl. Ever since I was little it was obvious I was destined for a career in business or finance. While other kids were playing “house” with their dolls, my sister and I were playing “office” with blank cheques. It’s fair to say I’ve always...
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Being Smart About … Luxuries on a Budget
Sticking to a plan can be hard. Last week, I found myself pacing around the kitchen attempting to talk myself out of snacking on toast with almond butter. I have this belief that bread = evil food, and can’t help but feel like it’s the one thing standing between me...
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Client Love: Sheena’s Story
This week I'm launching "Client Love", a new series where I take you behind the scenes of what it's like to work with me - as told by my clients. Meet Sheena, a doctor finishing up her residency in Toronto. Sheena is one smart lady, especially when it comes to...
read moreHello, I’m Lisa!
