A New Beginning…

A New Beginning…

After almost 30 years helping families plan for their futures, it’s hard to imagine that I’d be embarking on a new start professionally, but that is exactly what our team and I are doing now that we have moved into our own brand-new office location. More on that...
Let Us Introduce You To Jean

Let Us Introduce You To Jean

20 years.  Looking back at the last 20 years has been quite interesting, to say the least.  This month marks my 20-year anniversary in the life insurance and financial planning industry.  I would have never thought that time would have passed by so quickly…  March...
Grey Matters: Raising Red Flags on Probate Fees

Grey Matters: Raising Red Flags on Probate Fees

The following is an excerpt from the article “Grey Matters: Raising Red Flags on Probate Fees”. This article was published in the National Post on February 12, 2018. Written by Wanda Morris. Authorities, it seems, fail to act on proven information, and not...
Why You Should Be Grateful For The Market Freakout

Why You Should Be Grateful For The Market Freakout

Source: Rob Carrick, The Globe and Mail Published February 5, 2018 The stock market had a long overdue freakout Monday. Be grateful. As an investor, protracted stretches of prosperity should make you nervous. We’ve seen that in the globally dominant U.S. stock...
Laura’s Back To School Journey

Laura’s Back To School Journey

I very hesitantly agreed to enrol in the Dale Carnegie Human Relations course this past September. I was very reluctant because I’m older and looking forward to my future retirement instead of going back to school. It was every Wednesday night, from 6 pm to 9:30 pm,...