by Karma & Cents | Oct 31, 2022 | Blog
This is the definition of wealth. That was the first message that James (Jay) Hughes shared with the audience at a special event on Tuesday, October 25, at Platform Calgary. Sponsored by Viridian Family Office, Alberta Business Family Institute, Family Enterprise...
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 | May 13, 2019 | Blog
There are four distinct Seasons of Giving. What??? Four – I thought there was just one – Christmas! This article explores the Four Seasons of Philanthropy and how they fit in with your financial planning calendar. The most generous distribution of funds is...
by Gena Rotstein | Apr 22, 2019 | Newsletter
Click on the image above to read the K&C Spring 2019 newsletter.
