One afternoon not long ago, Steve Wise, a Lawyers Financial Advisor in Southwestern Ontario, got a call from his client, an established lawyer in Windsor, who had just been diagnosed with lung cancer. It came as a complete shock.

Thinking about taxes can feel like a low priority in a year when so many people were forced to deal with the fallout of an economy in flux. It’s hard to imagine anyone whose life and finances were not disrupted this year. 

December 15, 2020

2020 IS HINDSIGHT

If a year can be captured in a single sentence, 2020 has been the year of “I think you’re on mute.” 

Do you find it hard to save money? Are you stressed that you haven’t put enough aside for retirement? Does achieving your life dreams feel elusive?

If this is you, you’re not alone.