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.
 


 

 



 

Prepare for your financial future this Lunar New Year

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

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Holiday budgeting ideas

Holiday budgeting tips to help you get a grip on your holiday spending ahead of time to save you last-minute anxiety....

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Alternative holiday gift ideas

Tired of budgeting stress during the holiday season? Try these alternative gift ideas to celebrate the true spirit of giving....

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Insurance basics for kids

Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....

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Investing basics for kids

It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....

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Needs versus wants

Helping your child understand the difference between needs and wants will help them as they learn to manage their own money....

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Teach your kids how to budget

Learning how to budget is a core financial skill that will set your child up for future success. It’s never too early to start....

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Help your kids set SMART financial goals

Using the SMART goal framework to set financial goals can help your kids set and achieve their goals...

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Is your kid ready for their first job? Here’s how you can help them.

Working at a job as a teenager has many benefits, including developing social and professional skills, saving money for school or wherever life might take them and sharpening money and time management skills....

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Help your kids make the most of their allowance money

Giving an allowance to your kids can be a great way to teach them about managing their own money. This can help make budgeting a practical, and even fun activity...

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