Losing a spouse is one of the most heartbreaking experiences anyone can go through. As a CERTIFIED FINANCIAL PLANNER™, I have been in the position to help many
The road to becoming an industry-leading financial advisor is rarely straightforward. It's a path laden with challenges and intricacies, yet filled with endless
Divorce is a transformative, often tumultuous journey that touches every aspect of your life.
And it invariably brings financial changes that can feel
We’re more connected by technology today than ever. Ubiquitous laptops, tablets and smartphones mean we’re always online. And increasingly, people are spending
I've been privileged to guide many clients through the complexities of retirement planning and investment management. A sector that continually piques the
Over the years, Green Financial has helped oil and gas professionals navigate the path of retirement planning. Particularly in today's uncertain economy, oil
The oil and gas field has long been seen as a male-dominated industry. However, recent years have witnessed a significant transformation, with women emerging as
In today's fast-paced world, juggling multiple responsibilities can be overwhelming, making financial stability and confidence even more essential than ever. I
Over the past several months as we've been talking to various clients, we are hearing some recurring themes and questions... and sometimes even potential
Navigating the turbulent waters of today's economic climate can be daunting. However, one tool stands as a beacon of hope and guidance - robust financial
For anybody hoping to achieve financial independence, one tool stands out as a necessity - a written financial plan. More than a mere document, a financial plan
The most profound impacts in the world of finance don't simply arise from numbers on a balance sheet - they stem from an unwavering commitment to clients' well
