Olive Tree Wealth Management

A client’s story recently got me thinking: What sets commitment apart from good service? True commitment reshapes priorities and drives us to act—not out of obligation, but because it simply feels non-negotiable. In this blog, I explore how commitment shows up in life and work in ways that are hard to define but impossible to ignore. As always, I’d love to hear your thoughts.

Was That Really Good Service? Or Was it Commitment? – Olive Tree Wealth Management Was That Really Good Service? Or Was it Commitment? Published on: Wednesday, March 26, 2025 A client of mine recently lost her mother. The client, along with her father and brother, cared lovingly for the mother who suffered from dementia for several years, first at home and then by visiting and ass...

In my latest blog, I give a real life example of "Comprehensive Planning" What's going on in your life that is part of your wealth, but not an investment in stocks, bonds or funds?

Clients Asked if They Should Sell an Investment Property: Here is My Response – Olive Tree Wealth Management Clients Asked if They Should Sell an Investment Property: Here is My Response Published on: Wednesday, March 12, 2025 I’m often left with the impression that people have a limited view of what I do for clients. People understand that I am a Portfolio Manager and that I handle my clients’ investm...

I’ve been hearing more and more people say “I’m too old to fly economy”. And they are paying up for more comfortable seats on longer flights. Below is my latest blog where I explore an unexpected challenge that could impact your retirement travel plans—and a practical way to navigate it. Would love to hear your thoughts on this.

There’s a Potential Wrench in Your Retirement Travel Plans: And a Fix for It Too – Olive Tree Wealth Management There’s a Potential Wrench in Your Retirement Travel Plans: And a Fix for It Too Published on: Wednesday, February 26, 2025 Clients of mine recently took a trip to Ireland. They are 78 years old and they rented a car so that they had the freedom to see the countryside and carry out the itinerary a...

My latest blog examines the newest impact of the Baby Boom - A Grandparent Boom.

The Grandparent Boom – Olive Tree Wealth Management The Grandparent Boom Published on: Wednesday, February 12, 2025 I first heard the expression “Widow Boom” when I was writing “When the Pictures Changes – Gaining Financial Control After the Loss of a Spouse”. It derives from the fact that there had been a Baby Boom and women generally outl...

It has been very busy for the past few months. I’m grateful for the new business that has been coming my way. Many new clients are readers of this blog. It got me thinking about people who are in high demand. Here are my thoughts in my latest blog. I’d love to hear what you think

Is it a Good Sign When a Professional Has a Line Going out the Door? – Olive Tree Wealth Management Is it a Good Sign When a Professional Has a Line Going out the Door? Published on: Monday, February 3, 2025 Years ago I was speaking with the father of one of my close friends. He had been having health problems and I asked him how things were going. He said that he had an appointment with a cardiol...

Who says you have to retire? Meet my Aunt Virginia. She could run circles around people half her age. She's still working and loving it!

Shifting the Retirement Paradigm – Part 2 – Olive Tree Wealth Management Shifting the Retirement Paradigm – Part 2 Last time, I introduced you to Joe, the “retired” electrician who now operates a coffee and gelato shop in downtown Toronto. Now, I want you to meet my Aunt Virginia. Whereas Joe tried retirement and decided it wasn’t for him, Aunt Virginia has never...

Retirement can mean a lot of things. It isn't necessarily reading and sewing. Check out my latest blog to see how my friend Joe is doing it differently.

Shifting the Retirement Paradigm – Part 1 – Olive Tree Wealth Management Shifting the Retirement Paradigm – Part 1 Continuing my exploration of retirement, I want to build on my last two blogs and introduce you to my friend Joe. He has a less common approach to retirement. And he has some terrific insights which he has graciously shared. Joe is an interesting guy. He i...

I was golfing with a recently retired friend from high school. He showed me an app on his phone that measures his heart rate. Check out how much it changed since he retired. My latest blog.

Who Knew Retirement Could Lower Your Heart Rate? – Olive Tree Wealth Management Who Knew Retirement Could Lower Your Heart Rate? Last time I talked about people in their 50’s with busy careers who are getting tired and are starting to see the finish line. Today, I’ll tell you about someone who crossed it recently and the unexpected impact it had on him. Most people expect t...

I'm noticing a trend. People in their 50's in senior management jobs are getting tired and frustrated and are thinking of retiring. Here are the details in my latest blog

Managers In Their 50’s Have Had Enough! – Olive Tree Wealth Management Managers In Their 50’s Have Had Enough! I’ve noticed a trend in my practice. I’m being approached very often by people in their early-mid fifties with senior-level jobs at big companies asking me to look at their financial plan with a view to making change. “Change” doesn’t necessarily m...

In my latest blog, I talk about why I became an advisor and why I'm still so passionate about it.

Why I Became a Financial Advisor – Olive Tree Wealth Management Why I Became a Financial Advisor When you read an account of a topic like this, the writer usually starts with a story such as “when I was a child, we had no money” or “I always knew I wanted to be…”. I have no such story. I’m from a working-class family and my parents were practical, no...

Very pleased that John Heinzl's mentions me and my book - When the Picture Changes - in his recent column in the Globe and Mail.

Why am I paying an adviser to manage my dividend portfolio? A widow considers transferring investments to another adviser or institution after her late husband’s adviser retired and the new adviser dramatically increased fees

It's going to be hard to beat the response I got to my last blog about my dad. But here's trying! Can we use our level of happiness to benchmark our wealth? Check it out.

https://olivetreewealthmanagement.com/a-totally-new-way-to-benchmark-our-wealth/