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.

 

 

Please join SEKO Wealth Advisors and Ken Vimalesan, founder of Scion Law, as we discuss the complexities that can arise with spousal status and estate planning.

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Co-habitation Agreements with Chantal Cattermole

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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.

Family Agreement Checklist