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 balance your career and caregiving duties 

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

Read more

How to talk with aging parents about finances

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

Read more

February 2024 market update

For the month ended February 29, 2024. Read our monthly update to find out what’s been moving markets....

Read more

The Sandwich Generation – Managing stress and finances

To successfully navigate the financial challenges of supporting your parents in the sandwich generation, having a financial strategy is essential. Consider Canada's government benefits and programs as well as community and family support....

Read more

Financial planning for widows

It’s important to plan how you’ll manage your finances both in the short term and the long term if your spouse dies before you do....

Read more

Financially preparing for the death of a spouse

Women may experience unique challenges when it comes to their finances after losing a spouse....

Read more

How much does divorce cost in Canada?

In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....

Read more

January 2024 market update

For the month ended January 2024. Read our monthly update to find out what’s been moving markets....

Read more

Grey divorce – financial impact and considerations

Grey divorce is the trend of couples aged 50 and older divorcing, often after long marriages. Grey divorce may impact men and women differently....

Read more

Prepare for your financial future this Lunar New Year

Three tips for preparing your finances this Lunar New Year....

Read more