Podcasts

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

Women and Wealth Management

 

 

 

 

Presentations

 

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

 

Video

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