Blog

By: Shawn Todd, CFP

There are lots of ways to spend your time.

In fact, I find there is just no end to how we can use it.  It can be spent reading, hiking, watching TV, time with friends, playing boardgames with your family, a sport you love, or you can literally watch time pass doing very little – if you choose to.

When I spend time with a variety of business owners, or growth minded clients – having a conversation about what is most important to them, a majority of time they will always write down that family is the most important thing to them.  Everything they have built or spend time doing during their day – is all done with the intention in appreciating, supporting, or helping their family.  This makes sense – it is their most cherished part of their life.

Surprisingly, even though all the activities they are doing are meant to help their family, this is not necessarily where they are spending their time.  This speaks to me as I’m also guilty of this.  I’m going to give full credit to my spouse Michele for showing me a great values exercise that came up in conversation a few years ago.

When wanting to consider if you the time you are spending in your life aligns with your values – then write out two columns.  Write your values and things that are important to you – in one column.  Write where you are spending your time in the second column.  Rate each of the values that you have on a scale of 1-10. How important is being dependable to you?  Love? Health? Self-Improvement?

Now compare what is most important to you, to how you are spending your time.  Are they aligned? If not, are there areas of your life that you need to reconsider or change?  Do you need to consider adjusting some of your routines, or being more focused in other areas?

Spending time reviewing my own values, and they way I spend my own time has allowed me to begin [its not perfect yet] aligning my time with what is most important to me.

Living well begins with ensuring you are spending your time doing the things that will best advance your life in the way you really wish it was moving.  This exercise may help as you contemplate your life goals now, and in the future.

In a recent article “97% of retirees with a strong sense of purpose were generally happy, compared with 76% without that sense” – the Retirement Manifesto 2023

Even spending time reading this article is conscious decision on how you wish to spend your time.  Should I read this article, or should I go for a walk outside?

There is no end to how we spend our time, and I hope this helps in all of our efforts in spending our time well.

Just my thoughts for the day.

Shawn Todd CFP – Partner – ECIVDA

By:  William Henriksen, CFP^®

I’m writing to share with you some wonderful news that fills me with both excitement and gratitude. After much reflection and anticipation, I have moved to the beautiful city of Victoria, British Columbia! I’m excited to be here and thrilled to expand ECIVDA’s presence on the West Coast. The West Coast is growing, and it aligns with our vision of growth and providing clients with an even more enriching financial planning experience.

To all my clients living in Ontario and Quebec, I’m continuing to expand my practice in the east as well. Your financial success is at the heart of everything I do, and you will continue to receive the personalized and high-quality financial planning you deserve. I will remain just as accessible as I have been. In fact, I’m now available for evening meetings thanks to the 3-hour time difference.

The year of the lockdown was a year of adjustments, and it was a difficult one for many. I met with clients virtually and was surprised when I eventually found that not only was it easier than I expected to host meetings this way, but it was also simpler to walk through various concepts using the tools on my computer and present my recommendations by sharing my screen. Throughout the year I realised there were other benefits of having virtual meetings such as saving the travel time between meetings and lowering overall paper consumption. Clients could fit in meetings more easily because there was no physical meeting location to get to and back from, and both the client’s and my use of time was more efficient.

It had become the norm in my practice to meet virtually, and I started thinking about what other opportunities could come from this. Last year, I was in California visiting my cousin for the holidays and I scheduled a few meetings with clients living in Ottawa. The meetings went seamlessly, and the idea to move across country sprouted from there.

I’m now living in Victoria, as the first out of province ECIVDA advisor. Before we dive into this new adventure, I want to express my deepest gratitude to my clients for your unwavering support. Your trust has been the backbone of my success, and I am genuinely excited about continuing this incredible journey with you in the years and decades to come.

I also want to express my gratitude to my Ecivda Family. I’m very fortunate to have such an amazing team supporting me. Their dedication and hard work behind the scenes have been instrumental in making this move as smooth as possible.

If you have any questions, thoughts, or just want to chat about this exciting move, please feel free to reach out to me.

Here’s to new beginnings and continued success together.

Warm regards,
William Henriksen CFP

“How One Advisor Doubled His Book in Six Years”

An article featuring our very own, Corey Butler, CIO – Chief Investment Officer, Wealth Advisor, Ecivda Financial Planning Boutique.

by: BMO Mutual Funds HQ

Corey Butler began his career as a bricklayer, where he learned the value of building a solid foundation. Now a successful Wealth Advisor and Chief Investment Officer at Ecivda Financial Planning Boutique, Butler shares the secrets that have allowed his advisory practice to more than double its assets under management in only six years, and why he sees the BMO Strategic Equity Yield Fund as an important building block for client portfolios.

Click HERE to read the full article!

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