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
  • Businesses
  • Professionals

Based in Edmonton, Alberta

A florist opening the glass door of a flower shop in the daytime.
August 6, 2026

Protecting Your Business When the Unexpected Happens

So, what do you do when the rug gets pulled out from under your business? It’s a question no one wants to face, but the truth is, unexpected things happen. From a cyberattack that shuts down your systems to a severe storm that damages your premises, or even a sudden global event that disrupts your […]

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A financial adviser discussing documents with senior clients in an office.
August 6, 2026

The Pitfalls of One-Size-Fits-All Financial Advice

You’ve probably seen it – that article or blog post that promises to unlock financial freedom with a few simple steps. And while some advice is genuinely helpful, the truth is, when it comes to your money, a “one-size-fits-all” approach often misses the mark. The core problem is that generic financial advice, while well-intentioned, frequently […]

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