Phone numbers:

  • British Columbia: 250-423-9829
  • Alberta: 403-660-7315

Strategies for estate planning

Another video appearance on Brian Manko's Rocky View Entrepreneur Series.

We talked about the preservation of assets using insurance products. Recreational properties, capital gains liability, funding the buy/sell among children, insurance trusts, and types of insurance for estate planning are covered in this interview. Watch this video to learn more.
 

 

Buy-Sell insurance

Recently, I made a guest appearance on Brian Manko's Rocky View Entrepreneur Series.
Watch this video to learn more about Buy-Sell insurance.
 


 

 



 

How to set up a budget-friendly home office

If you have or are in the process of making the switch to working from home, you’re probably thinking about setting up a dedicated space in your home as your workspace...

Read more

8 tips for saving money on your utility bills

There are many ways to reduce utility costs -- these are just a few...

Read more

Easy on your wallet and the environment – go green when you clean

Keeping your home safe and clean feels good. But for a lot of us, using harsh chemicals doesn’t....

Read more

First-time home buyer? You’re eligible for a tax credit

Are you a first-time home buyer?...

Read more

Free workplace mental health resources from Canada Life

Since 2007, through Workplace Strategies for Mental Health, Canada Life has provided evidence- and practice-based tools and resources to all Canadians, at no cost....

Read more

Tips for staying on budget during home renovations

Home renovations can be a great way to get the house of your dreams while avoiding an over-inflated mortgage. But home renovations come with their own stresses and financial demands...

Read more

Budgeting for back to school

How do you budget for back to school? Before you can set a budget, you’ll need to figure out what you actually need...

Read more

Welcoming a pet into your home (and your budget)

Before welcoming an animal into your home and heart, take some time to make sure you also have room in your budget...

Read more

Declutter your home and save money

Did you know that decluttering can also help you save money? Find out how with these six tips...

Read more

What to watch out for when buying a house in the winter

House hunting tips for the winter months...

Read more