A Lavoro advisor reviewing a plan

From our advisors

Notes on the work.

Practical thinking on financial security planning — written by the advisors who do the work.

  • Individuals
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  • Professionals

Based in Edmonton, Alberta

Two business owners in a focused discussion over financial documents.
August 6, 2026

Succession Planning: The Conversation Every Business Owner Delays Too Long

Okay, let’s talk about something important, something many business owners put off for way too long: succession planning. You’re probably thinking, “Yeah, yeah, I’ll get to it.” But the truth is, that conversation needs to happen sooner rather than later, and it’s not as daunting as you might imagine. In fact, it’s probably one of […]

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Two women examining a home insurance policy form together.
August 6, 2026

Navigating Financial Security in Uncertain Times: The Alberta Family’s Roadmap

It’s understandable to feel a bit wobbly when it comes to finances, especially here in Alberta these days. A lot of us are feeling what some are calling “financial whiplash” – that feeling of being tossed around by unpredictable global events that mess with our best-laid plans. In fact, MNP’s ongoing consumer debt research has […]

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