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