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.

 

 

Podcasts

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

 

 

 

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