Lifestyle

Balancing financial priorities doesn’t mean sacrificing desires, but it may involve sacrificing the expenditures that don't serve you.

I spoke with the Financial Post about why Gen Z is investing earlier than other generations, and why a TFSA can be a smart first account.

I spoke with The Globe and Mail about why LGBTQ Canadians are looking for representation and empathy from their financial advisors.

I spoke with The Canadian Press about the workplace benefits people often leave unused, from vacation days to retirement matching.

I spoke with BNN Bloomberg about the FHSA's successful first year, who may qualify, and how the program could become more flexible.

I spoke with The Canadian Press about choosing a credit card that fits your lifestyle, from building credit to negotiating fees and using hidden perks.

I spoke with The Canadian Press about budgeting for a pet as a young Canadian: treat them as a true dependent, plan for vet emergencies, and put yourself first.

Budgeting is about creating a plan for your money to live life on your own terms, within your means.

I spoke with The Canadian Press about downsizing or moving in with family to save money, and why you need a clear goal before you make the move.

I spoke with The Canadian Press about employers adding egg freezing to their benefits, and the ongoing costs to plan for if you use this coverage.

I spoke with STOREYS about rent increases in Ontario's non-rent-controlled units, how much of your income should go to rent, and how to budget for increases.

Many LGBTQ2+ clients come to me after struggling to find an advisor they can be open with. I shared with Wealth Professional what advisors need to understand to serve them well.

Dreaming of six months off to travel? I shared with the Toronto Star how to plan a sabbatical that leaves you refreshed, not broke.

A raise should move your finances forward, not just your spending. I shared with The Canadian Press how to keep lifestyle creep in check and let future you benefit too.

Money talks can be hard for couples, especially when debt and shame are involved. I shared with The Globe and Mail why those conversations need to start without blame.