by Gena Rotstein | Nov 29, 2019 | Blog
It’s the kickoff to the holiday season! Happy American Thanksgiving! A number of North Americans are celebrating Thanksgiving, part of that celebration includes watching football, eating turkey and shopping. As part of our GivingTuesday day series, this post...
by Gena Rotstein | Aug 2, 2019 | Blog
We all have alarm clocks. Some tie us to our physical life, like meeting notifications and taking food out of the oven. Others are more ephemeral, like the biological clock. Alarm clocks serve a purpose; they keep us on track, they remind us to do things, and in some...
by Gena Rotstein | May 14, 2019 | Blog
I have been thinking a lot about this question recently. It reared its head again a few nights ago at a CAGP Calgary Leave a Legacy event where a friend, advisor to some of our clients, and fellow Rotarian, Penny Leckie a Chartered Accountant, presented her legacy...
by Gena Rotstein | Mar 2, 2019 | Blog
Education is a cornerstone of everything that we do with Karma & Cents clients. The workshops and seminars we host range from philanthropy training for wealth advisors to specialty workshops for Family Office Managers to family philanthropy retreats for family...
by Gena Rotstein | Nov 7, 2018 | Blog
In light of it being #FinancialLiteracyMonth, there are some key values-based financial planning concepts and learnings that we have gleaned from different authors (including Seth Godin and Deitrich Dorner) over the years. You can find their books on our virtual...
