WP 5-Star Leading Women in Wealth

Kathy McMillan, was recently named a WP 5-Star Leading Women in Wealth and she explains the key qualities women advisors can offer the industry.




Some of our top Advisors speaking on the important topic of Women and Wealth Management

Women and Wealth Management


The Equation: Healthy plus Wealthy minus Wise






WebEx Presentations


Mitigating Your Risk - Insurance presentation, hosted by Bill Green, CFP, CFDS, CIM


Disinheriting Canada Revenue Agency - Insurance presentation, hosted by Bill Green CFP, CFDS, CIM


Cyber Security & Portal Access - Information Technology, hosted by Scott Stennett, Chief Operating Officer & Director, Operations & Information Technology – August 12, 2020


Transitioning Your Wealth intro, Transitioning Your Wealth  - Strategies to choose an Executor, hosted by Robert Mendenhall, Vice President of Estate & Tax Planning – September 9, 2020



Here is what we have been doing during isolation due to COVID-19. – June 19, 2020