May 12, 2017 | Charity, Community, Financial
As some of you may already be aware, May is “Leave a Legacy” month. I have been involved with the local roundtable of the Canadian Association of Gift Planners (CAGP) for many years now. The CAGP is the only organization in Canada that brings together charitable...
Mar 28, 2017 | Community, Financial
WOW! My first blog and “kick at the can” of spreading my thoughts to the world. Being an entrepreneur in the wealth management world is definitely what I am most proud and passionate about doing in the great Windsor-Essex community (YQG). I have learned at an early...