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Why we believe in 'Adaptive Financial Planning'... and are ditching the old paradigms
I knew that we had done something right, when she started crying. Do I normally want to make my prospective clients cry? Of course I...

Andrea Thompson
Apr 2, 20242 min read
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US citizens newly living in Canada - A Case Study
A cross border financial planner can be a great way to ensure that your finances are managed optimally and that you are on track to reach...

Andrea Thompson
Jan 20, 20233 min read
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Let's Start a New Relationship
I know it's scary. What is a relationship really, but two or more people learning to trust each other, trust IN each other, and have...

Andrea Thompson
Nov 18, 20211 min read
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