by Melissa Rada | Nov 22, 2025 | Events
Have you ever received a compliment so nice that it left you speechless? I did, a couple of months ago, from a client called Frank, and it was the nicest compliment of my 43-year career. Now, this compliment wasn’t simply about building wealth and making money. No....
by Melissa Rada | Oct 31, 2025 | News
The magic is back – and brighter than ever! Mark your calendars for Saturday December 6th!We’re thrilled to announce the 2025 Scugog Santa Claus Parade. Durham’s largest parade is set to be the best and brightest yet, featuring a jazzed-up Santa float made...
by Melissa Rada | Oct 20, 2025 | Industry Insights
If you’ve walked downtown lately, you’ve likely noticed a shift. Long-standing businesses are closing their doors or changing hands. Some owners are retiring. Others are facing lease or mortgage renewals that alter the financial landscape of their operations. It’s a...
by Melissa Rada | Oct 7, 2025 | Events
I recently found myself in a situation where I was in WAY over my head, and my membership with the North Durham Chamber of Commerce was a lifeboat. For several years, I have wanted a new, fresh look to my website, one that is more congruent with who I am as a...
by Melissa Rada | Sep 27, 2025 | Financial Planning, Industry Insights
In this month’s Investors Corner article, we will share an actual planning case that we worked on from June 2024 to September 2025 with one of our current clients. We have removed the client names for Privacy, but the client’s have signed off on allowing us to use...
