Presentations

 

WebEx Presentations

 

Part 1 - Fundamentals of Financial Planning - Wealth Planning, hosted by Kathy McMillan, CIM®, CFP ®, R.F.P., CFDS, CeFT® - Presentation available upon request

 

Part 2: It's not what you make, it's what you get to keep:- Wealth Planning, hosted by Kathy McMillan, CIM®, CFP ®, R.F.P., CFDS, CeFT® - Presentation available upon request

 

Part 3: Diversifying & Reducing Risk through Asset Allocation - Wealth Planning, hosted by Kathy McMillan, CIM®, CFP ®, R.F.P., CFDS, CeFT® - Presentation available upon request

 

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

 

Video

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

 

 

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