HOW YOU CAN PREPARE FOR RETIREMENT

As you prepare for your retirement, we know that although it is an exciting time, it can also be a bit nerve-wracking as you move from earning an income to drawing an income from your investments,...

QUESTIONS FROM CLIENTS: WHAT IS PROBATE?

Do you know what probate is? In this video, Kelley Doerksen, CFP® explains what it is as well as when and why it might be needed. You will also learn about some of the outcomes that happen whether...

QUESTIONS FROM CLIENTS: HOW TO DONATE A LIFE INSURANCE POLICY TO CHARITY?

Today we are sharing a charitable giving strategy that can be implemented as part of your overall estate plan. Watch our video here: https://youtu.be/uuMZK1wiAS0 This strategy involves donating life...