Sherry Davis, Senior Financial Advisor at ATB Wealth

10/08/2025

Thank you to our early bird corporate "Sunflower Sponsors" of the Blue & Gold Gala! We are grateful for and so appreciate your support: Vanquished Construction Guardian Security Solutions Modern Aesthetics Sherry Davis, Senior Financial Advisor at ATB Wealth Insight LLP Chartered Professional Accountants Bros Construction

Get your tickets to the event, or grab a sponsorship spot! https://www.eventbrite.ca/e/rotary-blue-gold-gala-celebrating-ukraine-tickets-1588435686899?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

05/07/2024

Getting comfortable with risk can help you stay focused on and achieve your future goals. Here’s how to rethink risk as an important part of your portfolio.

02/01/2024

02/01/2024

I don't completely agree with them all but they are interesting thoughts on lifestyle and money!

Some random thoughts about saving, spending and finding financial contentment.

09/25/2023

Projecting your net worth requires thoughtful consideration of both your assets and the external factors beyond your control. Find out how inflation needs to be accounted for in your projections and retirement planning.

09/21/2023

A few financial tips and life reflections from Morgan Housel...
Do any of these resonate with you?

You don’t have to know exactly what the future holds to know that some people will handle it better than…

09/13/2023

Managing success and wealth is as important as growing and building it in the first place!

We often associate wealth with financial expertise, but this could not be further from the truth. High net worth people are not immune to making mistakes.

09/07/2023

This is a great article showing the history of retirement and how fortunate we really are with opportunity and time on our side. We are blessed to dream and have the good fortune to plan! Think about your retirement dreams and do you have a plan in place to get you there?

Why retirement is still a relatively new concept.

07/20/2023

Investors south of the border show there are some assets that are harder to price

03/22/2023

Financial planning software and online calculators are quick and convenient, but achieving your goals requires both number crunching and a human touch.

03/15/2023

“Investing is not a game where the guy with the 160 IQ beats the guy with the 130 IQ. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.”

-Warren Buffett

Outsiders think investing is about intelligence. But insiders know differently. The true secret of great investing is...