top of page
Exit
Inheritance
Divorce
Your Advocate
Login
More
Use tab to navigate through the menu items.
Stabilization Session - $249
The 3 Cognitive Traps That Derail Sudden Wealth (And How to Defeat Them)
Aug 4, 2025
5 min read
What's Your Financial Archetype? Understanding Your Money Personality After a Windfall
Jul 28, 2025
5 min read
Sudden Wealth in Kelowna: Why Standard Financial Advice Fails "The Transition"
Jul 21, 2025
4 min read
Just Received a Windfall? Why Capital Preservation is Your Critical First Step
Jul 14, 2025
3 min read
The Founder’s Exit: Constructing Your Financial Charter After the Sale
Jul 7, 2025
4 min read
I Just Inherited Money in Canada. What Are the First 5 Things I Should Do?
Jun 29, 2025
4 min read
You're Not Alone: The 5 Most Common Questions from Business Owners After They Sell
Jun 18, 2025
4 min read
You Sold Your Business. Now What?
Jun 9, 2025
4 min read
Just Inherited or Sold Your Business? The First 5 Steps to Take (and 3 to Avoid) After a Financial Windfall
Jun 3, 2025
3 min read
The $50,000 Problem: Why Your Big Pay Raise Feels Like 'Chaos'
May 21, 2025
4 min read
1
2
3
4
5
bottom of page