The wealth management industry is rapidly becoming more complex and changing fast to reflect diverse generations, technology and industry regulation. A new set of strategies and tactics will need to be developed to get ahead of the curve and drive revenue growth and assets under management.
Anita Saulite is a visionary leader and accomplished financial services professional who draws on extensive experience in wealth management, retail and international banking. She is a skilled leader with an innovative and entrepreneurial mindset. She has served on the Board of Directors for the Famous Five Foundation in Calgary and has developed award-winning financial services solutions. Anita is a devoted hockey mom, avid skier, dog enthusiast and chocolate connoisseur.
Let's be honest: when it comes to personal finances, 2016 was a really bumpy year for many people. As the year comes to a close, it might be a good time to take a step back and reflect on how well you...
12/12/2016 02:37 EST
Managing a big change in life can be daunting. That's why we need to have a clear understanding of our financial situation. It can't be fuzzy. Banks, for example, regularly conduct stress tests to identify areas of vulnerability. Testing allows for preventative planning to avoid systemic breakdowns or unrecoverable losses.
03/03/2016 11:44 EST
At a time of year where we should be feeling lighthearted, jovial and happy, we are feeling guilty, unhappy and stressed. Keeping our cool this holiday season will require many of us to reflect upon the giving season in a way we have never done before.
12/10/2015 06:08 EST
The American Psychology Association 2014 survey shows that "stress related to financial issues could have a significant impact on our health and well-being." Almost seven out of 10 feel stressed over money matters.
09/22/2015 08:01 EDT
Spring is a time for renewal and for making a fresh start. It's also time to spring ahead with some new, healthy and wonderful habits to kick start our personal finances to get them moving in the right direction. Here are five easy ways to embrace frugality in your everyday routine and habits.
04/14/2015 12:24 EDT
The reality is that what we do with our money every day, matters, and could have long-term implications for our financial security. Every day, we are making trade-offs with our money. Living with intent and purpose creates meaning in our lives, and this creates joy. We need to connect the idea of living a joyful existence with our money.
03/11/2015 12:50 EDT
The reality is most of us have no idea where our money goes, and because of this it feels like there is never enough. But the irony is taking control of our personal finances and allocating only one hour a week to it, has the power to make us feel more in control and confident about our personal financial situation and future.
01/22/2015 05:10 EST
A new year brings excitement and anticipation of what's to come. It gives us the permission to make changes in our lives or not. With a little orchestration, we can map out 2015, set goals and accomplish more. This might be the best gift you could give yourself. Let me show you how.
12/19/2014 01:53 EST
Both sides of the border will be vying for our hard earned money. We are going to have to get smarter and more strategic on how we spend and on what. It's easy to get caught up in the hype, excitement and euphoria of great deals. A deal is only good if it is something you really need.
10/31/2014 01:23 EDT
Finance, money, debt planning, retirement saving etc., there is sufficient reading material out there on these subjects and experts in the industry for advice. Yet we continue to see record debt levels, low savings rates and lifestyles being extended through borrowed money. Why haven't we been more successful in increasing financial literacy and promoting better financial behaviours?
10/13/2014 05:07 EDT
Put your saving strategy and bill payments on auto pilot. We all know it, but saving money each month is saving for the future. Just know, savings are what you pay yourself, and if you want to secure your golden years and worry less, then pay yourself first. Set up automatic bill payments.
09/20/2014 10:16 EDT
The average family with school age children will spend $669.28 on apparel, shoes, supplies and electronics, according to research from the National Retail Federation. This is a lot of money, given that these monies will come out of your September budget. It's time for a strategy and plan.
08/13/2014 05:41 EDT
The fact is we are living longer and not saving. And most of us have no idea how much to save in order to have a care-free retirement that reflects our lifestyle needs. Recent research suggests that a nest egg of $750,000 is required.
08/12/2014 05:25 EDT
I look around and see many of us not living and evolving and creating our best stories today but continue to rehash old stories of the past. Yes these stories keep us connected to what has happened, but honestly it may be time to let go.
06/10/2014 03:10 EDT
The answer to the age old question is in: money can buy you happiness. But not so fast, because it's not that simple or straight forward. The reality is, what we do with our money each and every day matters.
05/27/2014 05:40 EDT
Life experiences will enrich your life. Things won't. Each time you reach into your wallet to spend, think about what it is you are actually doing. You will acquire greater respect for your money when you follow the money trail. Don't let your money lead you down a dead end street.
05/12/2014 05:28 EDT
Making mindless decisions with our money may create short term bliss or satisfaction but can have long term impacts on our financial well-being and financial security. When we make mindless decisions with our money, we don't take the time to really understand our thoughts, feelings and actions around our choices.
04/23/2014 12:33 EDT
Like most working women, I feel time starved. My plate is full. There never seems to be enough hours in the day to get done all the things I need to get done. I am constantly making trade-offs. And, as an entrepreneur with a school aged child, I have less wiggle room.
04/09/2014 10:00 EDT
Our spending habits say a lot about us and the choices we make with our money. When we become real and authentic with ourselves, we don't use our money to impress people or seek status, because we have nothing to prove. When we are authentic with our money, we are making conscious and mindful choices with it. We are very present and self-aware.
03/26/2014 05:35 EDT
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