Solo or Team?

Solo or Team?

Trevor Dale discusses how his 4am runs are solo but there is team collaboration and competition is a team environment. Similar to your finances that 90% of the work is solo but that crucial 10% is a team effort. Just like the training runs, watching your spending,...
The Real Reason Money = Divorce

The Real Reason Money = Divorce

Trevor Dale talks about the real reason behind money being a major reason that couples get divorced. It isn’t because of money itself. It is from a lack of understanding of yourself first. Then once you are absolutely clear about what you want beyond a level...
How to Set Financial Targets

How to Set Financial Targets

Trevor Dale talks about a better way to set financial targets and some of the areas that are being missed when creating a financial plan. The Financial Plan is useless without having a goal and that goal is useless without a strong reason to have that goal that is in...
Preparing for Death in Life

Preparing for Death in Life

Trevor Dale talks about some of the things that we wish our parents would have planned for and how you can avoid leaving your family with the same stress. He talks about how to make care while you are still alive easier, how to have your wishes executed when you do...
Sometimes Segregated Funds

Sometimes Segregated Funds

Trevor Dale discusses segregated funds… which he almost never recommends with the exception of two situations. There are a number of drawbacks such as fees, lack of selection and you have to go through an insurance advisor to get them, such as ourselves. Having...