Educational Insights

In-Depth Expert Analysis and Strategies for Smarter Planning.

Educational Insights

Our Educational Insights Series features in-depth talks with industry experts to help you gain the knowledge and confidence needed to make sound financial choices.

No matter where you are on your financial journey, our series provides valuable perspectives and actionable advice to give you the confidence to make smarter financial decisions.

 

 

Co-habitation Agreements with Chantal Cattermole

Watch on YouTube
Chantal Cattermole, chair of Canadian Family Practice at Cozen O'Connor joins SEKO Wealth Advisors Tyler Steele and Rory O’Connor for an informative discussion on co habitation agreements and pre-nuptial agreements.


The Importance of a Family Meeting with Steve Ivacko

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SEKO Wealth Advisors Tyler Steele and Rory O’Connor join Steve Ivacko, a member of MNP’s Family Office Services Team, to discuss the importance of a family meeting.