Family Portfolio
Tips for integrating your family financial affairs.
Three Common Living Trust Mistakes
A living trust is a great way to protect your assets and ensure that they are passed down to your loved ones in the way you intend. However, if you’re…
Mid-Year Outlook Webinar Replay
With the COVID-19 pandemic and corresponding lockdowns spreading across the world, 2020 was a year unlike any other. Here at Potentia Wealth, we hoped that 2021 would be the year…
What Is Blockchain?
Blockchain technology will continue to be a phenomenon transforming key sectors like healthcare, media, consumer staples and more.
What Is the Antidote to Financial FOMO?
Don’t let fear and anxiety drive your financial risk-taking.
The Ritual of Taxes
Part of the ritual of my business life is the on-going conversation with trusted advisors.