A little bit of knowledge goes a long way.

Learn more about how to measure your business success financially. While we’re always here to help, sometimes a little extra knowledge can provide the background you need to reach the next level. Check in with our journal for the latest news, updates, insights and resources.

If You Don’t Have a Plan B, You Don’t Have a Plan 

February 15, 2024

When I left Merrill Lynch in New York back in the spring of 2009 to come back to Toronto and […]

Sew What

November 21, 2023

Sometimes we simply have to be able to laugh at ourselves and take things just a little less seriously. This is […]

Carry On My Wayward Traveler!

August 25, 2023

Before I delve into detail in this personal vignette, please remember that these were the days before yours truly became a road […]

Union Dave

March 21, 2023

It was the summer of ‘81. And not one that I will ever forget. Not exactly the best days of my life. I had just completed my second year at the University of Toronto, doing my undergraduate degree in economics. As with anyone at the ripe young age of 21, I thought I knew it all…

Life with Father

September 20, 2022

At this time of year, in the lead-up to the High Holidays, I think back to my childhood when I used to sit next to my dear dad in the synagogue. As he stood to say the solemn prayers, I would be right beside him hiding under his prayer shawl (“tallit”) and hugging his leg. That intense feeling of safety and security has never gone away.

In Recognition of Jack Rivkin and How He Took Lehman Research to the TOP in the 1980s (Hint from Shania: “Man! I Feel Like a Woman!”)

May 12, 2022

Those who knew the Wall Street legend, Jack Rivkin, will surely appreciate my sentiment that this is someone deserving of […]

On Kindness 

December 22, 2021

This was a rough year for everything outside the equity market and I say good riddance to 2021 just as […]

Wining, Not Whining: Overcoming Fear and a Tip of the Bottle to Leslie Rudd

October 20, 2021

When I’m asked how I got through these past twenty months of the pandemic with my sanity intact, the answer […]

The Summer Job That Changed My Life — Selling Weed (Spray)

August 16, 2021

I figured that since we’re still in summertime, I would share with everyone the summer job that changed everything for […]

My Very First Business Trip: Tea and Taboo in Tokyo

June 10, 2021

Recently, I was having a cocktail on the backyard deck with my youngest of three boys, Michael. I had just […]

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