More families are sharing financial responsibilities across generations. Sunél explores why it’s crucial to acknowledge these dependencies early, and how thoughtful planning can turn financial support into a source of strength, not strain.
Sunél reflects on how smart client decisions—more than good advice—drive lasting financial success. A strong plan helps, but commitment to it makes all the difference.
In this week’s blog, Sunél reflects on two annual getaways that highlight the power of friendship, honest conversation, and the quiet value of social capital.
We all carry hidden beliefs about money shaped by our upbringing and experiences, which can unconsciously drive our financial behaviours and lead to serious consequences.
Sunél reflects on how unexamined money beliefs can harm individuals and future generations, highlighting the importance of financial self-awareness in improving our relationship with money.
With so much change happening in the world, it’s natural to wonder if we should think differently about money. While no one knows exactly what the future holds, some things—like human behaviour and good financial habits—tend to stand the test of time.
At our 40th school reunion, we reconnected over memories, laughter, and life’s twists and turns. Success had taken many forms—but what mattered most wasn’t status or wealth, but relationships and meaning. As we enter a new chapter, we’re reminded: the story isn’t over yet.