UPotential

It’s easy to get lost in the weeds when you’re trying to find balance in your financial endeavours. Having the right advice from the right people can help keep you on the right path towards financial wellness.

With guidance from a wealth advisor, you can rest easy knowing that your financial plans are in the right hands.

Read more about it here: https://bit.ly/495YP9t

The Value of Advice: Finding the Active-Passive Balance – UPotential For the most important aspects of your life, there is typically a half a dozen things that matter. Keeping healthy means daily exercise, eating well, a good night sleep, finding me time, positive personal relationships, and moderated drinking. Investing and accumulating wealth is no different, there...

In our latest video, we discussed why feeling wealthy goes beyond just numbers on a statement. It's about more than your bank balance – it's a state of mind.

In a recent Behavioural Finance report by TD, it stated, “According to a 2019 survey, only 13% of millionaires consider themselves wealthy (Ameriprise Financial, 2019). When one considers that in the same year, having $936,430 USD (~1,242,000 CAD2) would put that individual in the global 1%, the thought of a millionaire not feeling rich seems even more surprising because objectively, they are (Global Wealth Databook 2019. Credit Suisse).”

If you missed the latest video "What Makes You Rich Right Now", watch here: https://bit.ly/3tkxMbb

What Makes You Rich Right Now If we’ve interacted recently, you may have noticed that I am increasingly trying to help clients envision their most fulfilling life and create financial str...