Contact Sandra Foster at info@headspringconsulting.com.
Here are some quotes and mentions in the media.
December 4, 2017 – Retirement is becoming a self-serve item by David Isrealson in the Globe Investor
October 30, 2017 – Build a quality portfolio – don’t change it based on the headlines by David Israelson in The Globe and Mail
October 19, 2017 – Need financial advice? If so, watch out for advisor-client mismatch by David Israelson in The Globe and Mail
August 14, 2017 – Beyond the beach read: estate planning for Canadians by Alexandra MacQueen in The Globe and Mail
May 26, 2017 – Schools should teach financial savvy by David Israelson in The Globe and Mail
May 15, 2017 – TFSAs are great tools for millienials and investors by David Israelson in The Globe and Mail
March 1, 2017 – Two methods of achieving balance in your portfolio by David Israelson in The Globe and Mail…
February 1, 2017 – Millennials Feel Angst in Juggling Financial Priorities
December 22, 2016 – Why Slow and Steady Investing Strategies Win the Race posted on clearfacts.ca
December 22, 2016 – The Benefits of a Trust to Transfer Your Assets posted on clearfacts.ca
September 14, 2016 – Are Your Investments Working Hard Enough For You by David Israelson posted on theglobeandmail.com › Report on Business
July 7, 2016 – Don’t Forget Insurance When Retirement Planning by David Israelson posted on GlobeAdvisor.com
June 15, 2016 – Donating stocks is a neglected but potentially fruitful option by David Israelson in The Globe and Mail
April 5, 2016 – Should investors be looking at emerging markets? by David Israelson in The Globe and Mail
January 19, 2016 – Building The Right Portfolio by David Israelson posted on GlobeAdvisor.com
June 26, 2014 – Design, define: Proper estate planning begins here by Tim Cestnick in The Globe and Mail
March 17, 2013 – Divorced, $570,000 saved, but worried about retirement by James Daw in The Toronto Star
March 24, 2012 – You inherit, they tax: The Canada Revenue Agency leaves no estate stone unturned by Joel Schlesinger in the Winnipeg Free Press
November 20, 2012 – The List/BestSelling Business Books #10 The Globe and Mail
and there are 100s more