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.

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Based in Edmonton, Alberta

A serious legal consultation in a professional office environment involving three adults.
August 6, 2026

Practice Protection Strategies Every Professional Should Know

Protecting your professional practice isn’t just about locking the doors at night; it’s increasingly about safeguarding your digital assets and reputation. In today’s interconnected world, cyber threats are a constant, and without proactive strategies, even small vulnerabilities can lead to significant headaches, financial losses, and damage to client trust. This article will walk you through […]

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A family portrait featuring multiple generations smiling outdoors.
August 6, 2026

Building Generational Wealth: A Multi-Generational Financial Planning Guide

So, you’re thinking about building wealth that lasts beyond your lifetime, something for your kids, grandkids, and even great-grandkids? That’s a fantastic goal, and it’s definitely achievable with a bit of planning and consistent effort. The core idea behind building generational wealth isn’t just about accumulating a large sum of money; it’s about creating a […]

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