March 22, 2019
What job do you want your money to do?
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Business Transition Forum and speaker, Jacoline Loewen When an owner of a business sells, it is a challenging time as they go from being...
January 3, 2019
The #1 threat to a client by their financial adviser
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In managing a client's wealth, the threat of a client outliving their wealth is a far more serious failure than failing to grow the clie...
December 12, 2018
Why the wealthy are not satisfied with their money
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Jacoline Loewen A business owner and her husband recently sold her family business for $50 million. When we met a few months after the s...
December 4, 2018
These 29 Retirement Tips May Surprise You
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Tip #12: Beware of Annuities My clients do not to have annuities in their portfolios, and with good reason. These complicated, length...
November 29, 2018
Loyd Chalmers Prize for Excellence in Journalism 2018
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Megan Honan and Jacoline Loewen, Loyd Chalmers Prize for Business Journalism I was delighted to award the Loyd Chalmers Prize for ...
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