Canada Covid 19 Economic Response Plan

We know that clients have questions about the Federal government’s economic response plan, we have included a summary of the information below for business owners, employees and other support that’s available.

Business Support Covid 19

We know advisors are business owners too so we thought we would include links that can help support your advisory practice.

Communication 2020

This webinar is focused on how you as an advisor can up your virtual game, be a confidant for your clients.

Insurance Planning for Business Owners

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your business in the case of uncontrollable events such as disability, critical illness or loss of a key shareholder or employee.

Coronavirus & Market Uncertainty- What you should do.

What you should do about the Coronavirus and Market Uncertainty

Marketing 2020 Webinar

Putting together a marketing plan for financial advisors for 2020.

Insurance Planning for Young Families

For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance.

The 4 areas of personal insurance a young family should take care of are: Health, Disability, Critical Illness, Life

BC Budget 2020

BC Budget 2020

Group Benefits: Traditional vs Administrative Services Only

Group benefits, what’s the difference between Traditional and Administrative Services Only?

Defined Contribution vs Registered Retirement Savings Plan

Defined Contributions vs. Registered Retirement Savings Plan