Connie Smith-Private Wealth Advisor with Raintree Financial Solutions

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Connie Smith-Private Wealth Advisor with Raintree Financial Solutions, Financial service, Guelph, ON.

I am a Private Wealth Advisor with Raintree Financial Solutions, an award winning Private Capital Market Dealer that offers investment opportunities in private companies including real estate, private equities, venture capital, hedge funds and real assets

6 Tips To Get The Most Out Of The End Of The Week 08/11/2024

6 Tips To Get The Most Out Of The End Of The Week Maximize your Friday vibes with Forbes' top six tips for making the most out of the end of the week. Say hello to the weekend feeling accomplished.

Boomers who want to transfer wealth to their adult kids should make sure their finances can pass a stress test 08/04/2024

Boomers who want to transfer wealth to their adult kids should make sure their finances can pass a stress test Some baby boomers are gifting wealth early to help their children buy homes and build families. But first, boomers should ensure their own personal financial stability. One way to do that is by stress testing their portfolio.

On a WestJet flight that’s been cancelled? Here are your options for a refund or compensation 07/07/2024

On a WestJet flight that’s been cancelled? Here are your options for a refund or compensation Compensation and refund rules can be a maze to navigate — and it will only get worse as airlines fight stricter rules.

Consider these last-minute planning ideas before capital-gains tax changes arrive 06/16/2024

Consider these last-minute planning ideas before capital-gains tax changes arrive Assuming that the capital gains tax proposals will become law as the government has promised, what should Canadians do to prepare? Since we’re at the ninth hour and heading toward June 25, here are some ideas.

AI is the Antithesis of Authenticity — But There's Hope. Here's How We Can Align Our Human Values with AI. 03/24/2024

AI is the Antithesis of Authenticity — But There's Hope. Here's How We Can Align Our Human Values with AI. Everyone's talking about AI. There's excitement, fear, apprehension and confusion. So, how should you use it for your business? It's really a question of brand values.

What’s Your Wealth Activation Score? 03/17/2024

What’s Your Wealth Activation Score? Is accumulation and distribution all there is to financial planning and wealth management? To life? There is another far more gratifying path: wealth activation.

The Great Wealth Transfer: What It Means For Women And For The World 03/10/2024

The Great Wealth Transfer: What It Means For Women And For The World A large economic shift is currently underfoot that will put more money in the hands of a greater number of women than ever before.

Economists say mortgage costs keep inflation high. So why is the Bank of Canada not cutting interest rates? 03/03/2024

Economists say mortgage costs keep inflation high. So why is the Bank of Canada not cutting interest rates? Excluding rent and mortgage interest costs, the bank has been meeting its inflation target since May of 2023, according to one economist.

Intermittent fasting: what is it, how does it work – and is it right for you? 02/18/2024

Intermittent fasting: what is it, how does it work – and is it right for you? From the 5:2 diet to Rishi Sunak’s 36 hours of abstinence, IF has taken off, with claims that it will make you fitter, smarter and even younger. What do the experts say?

Your Reputation is Your Currency. How Are You Investing in Yourself? 02/11/2024

Your Reputation is Your Currency. How Are You Investing in Yourself? Your reputation is not a passive byproduct; it's a proactive investment. You can safeguard your reputation and boost its 'value' by investing in your brand.

Playing a musical instrument or singing is linked to better memory in older age 02/04/2024

Playing a musical instrument or singing is linked to better memory in older age Piano especially associated with improved mental processes in those over 40, Exeter University research finds.

Bank Stocks Are Off to a Rough Start. What to Watch Going Forward. 01/28/2024

Bank Stocks Are Off to a Rough Start. What to Watch Going Forward. One-time charges dented fourth-quarter earnings, but the calculus around interest rates is a more important factor in the recent decline of bank stocks.

How To Transform New Year’s Resolutions Into Daily Habits 01/21/2024

How To Transform New Year’s Resolutions Into Daily Habits Transform New Year’s resolutions into daily habits by following these 5 strategies to make them easier and more realistic according to your schedule.

7 Strategies for Being More Productive in 2024, According to a Time-Management Guru 01/07/2024

7 Strategies for Being More Productive in 2024, According to a Time-Management Guru Here are ways to make every hour count this year.

Stocks Beat the Odds This Year. Why They Can Do It Again in 2024. 12/31/2023

Stocks Beat the Odds This Year. Why They Can Do It Again in 2024. Stocks might have a bumpy start to the new year, but they should finish stronger as interest rates fall. Stay invested.

Creative Strategies To Retire At Age 50 12/24/2023

Creative Strategies To Retire At Age 50 If you want to retire early but don’t have enough financial resources, you can still turn retirement fantasies into reality by applying creative design principles.

Tax numbers for 2024 are in and inflation has pushed them substantially higher 12/17/2023

Tax numbers for 2024 are in and inflation has pushed them substantially higher The new numbers you need to know, including tax brackets, CPP contributions, TFSA limit and more.

Living As Long As Rosalyn Carter Or Charlie Munger–A Lot Is Up To You 12/10/2023

Living As Long As Rosalyn Carter Or Charlie Munger–A Lot Is Up To You In the last two weeks several famous Americans in their 90s (and even 100) have died. Living a long life is not all about fame or fortune. You control many of the factors.

The Quiet Thrill of Keeping a Secret 12/03/2023

The Quiet Thrill of Keeping a Secret New research suggests keeping good news to yourself can be energizing.

How to Know If You're Ready to Leave Your 9-5 and Go All In on Your Side Hustle 11/26/2023

How to Know If You're Ready to Leave Your 9-5 and Go All In on Your Side Hustle If you're considering leaving your 9-5 to go into entrepreneurship full time, this guide will help you learn how to assess your business's profitability, secure a financial cushion, create a strong support network and develop a backup plan so you can take the leap with confidence.

How to Harness the Power of Change in Entrepreneurship 11/19/2023

How to Harness the Power of Change in Entrepreneurship Relationships within the entrepreneurial world can transform us, sometimes challenging the foundation of trust and collaboration.

Baby boomers expect to leave $1 million or more to their kids — much to millennials' surprise 11/12/2023

Baby boomers expect to leave $1 million or more to their kids — much to millennials' surprise Millennials aren't prepared for the windfall they're about to inherit.

What Expert Mountaineers Can Teach You About Accomplishing Your Most Daunting Tasks 11/05/2023

What Expert Mountaineers Can Teach You About Accomplishing Your Most Daunting Tasks Though the stakes are completely different, the odds of launching a successful business are probably comparable to successfully summiting Everest. But we do it anyway. And launching is just the first step. It's the base camp of being an entrepreneur. The climb continues for as long as you have a bus...

Tired of obsessing about interest rates? Too bad, because we can’t afford to stop 10/29/2023

Tired of obsessing about interest rates? Too bad, because we can’t afford to stop The interest-rate conversation is sucking up a lot of oxygen in the room. For many investors, a certain amount of interest-rate fatigue has set in. Well, that’s too bad, because this is an era of financial markets with interest rates at its core.

How The Oldest People In America's Blue Zone Make Money Last 10/15/2023

How The Oldest People In America's Blue Zone Make Money Last The concern many Americans have about outliving their money is genuine and, sadly, appropriate.

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