I created a short video of my ponderings and concerns with ESG funds, KYP, and KYC. Check it out!

What happens when your clients through your a curve-ball and demand an unsuitable investment?

I have often said ‘life is funny’ in how and where you end up in life. Growing up, being a therapist was not on my list of things I wanted for a career. Starting post-secondary, I wanted to be an accountant. (This is actually VERY funny if you know me…) why now So why a […]

Many working within the financial services industry may understand this concept, to varying degrees, and I have been mulling it over considerably more these days. I should clarify upfront this post is NOT about financial advice, nor my opinions on the ‘state of the markets’ as I leave these to my trusty financial management team. […]

Like many, during this pandemic, I am trying my hand at growing things in my office and on my balcony and showing some remarkable successes and have learned a few things along the way. Before I begin regaling you with my tales of how my green-thumbery surpasses all others, I need to come clean about […]

Over the past few years, I have been steadily working towards creating the life I want to lead. Not only does this involve figuring out where to live, what work will look like, and what relationships will look like. This is big stuff. Huge, in fact. Did I mention it is really hard? And painful.  […]

There comes a time in everyone’s life that they reach a point. A point where a shift is required, whether that be personal or professional. A shift that is yet unknown to you. This point in your life may seem unmanageable, overwhelming/underwhelming, or down-right out of control-scary.  Welcome to my 2019. January I finally admitted […]

Well, as my first post I felt that there was a lot of pressure and expectation to get the title just right and that fact will be the subject of my first post. Let’s talk about the word “should” and other fallacies that we use in our everyday lives, or also known as cognitive distortions.  […]