What is the Definition of REAL Wealth?

Published January 28, 2021 by DanHolstein Leadership, Mindset, Time Leave a Comment

What’s YOUR definition of wealth? Does it equate to your money in the bank, your invested assets, or your discretionary time? Everyone has a different take on wealth but we can all agree that wealth doesn’t always mean your monetary savings or the amount of property you’ve accumulated. Wealth can be a lot of things […]

Wealth Management for Business Owners – An Interview with Jeremy Bridger

Published May 21, 2020 by DanHolstein Leadership Leave a Comment

This week, I interviewed Jeremy Bridger who is a financial planner and wealth advisor with RBC Dominion Securities. When running a business, It’s easy to put this kind of planning off until ‘tomorrow’, because it’s not urgent – until it is. In our discussion, Jeremy shares some salient points including: – How the value of […]

Business Coaching, Strategic Planning