JENNIE'S BLOG/VLOG

Transparency • Advocacy • Collaboration

COVID 19 Financial Management Checklist

With a vaccine estimated to be 12 to 18 months away, I see 18 months as the furthest timeline before we are back to 'normal'. Having a plan to manage unexpected events should ease any anxiety you might be having about your health or finances. Here are some helpful...

The Family Cottage: Is it your legacy for the next generation?

Investing in a second home outside the city to spend precious time with friends and family can be a dream come true for many. It is often also an emotional decision more than an investment decision. As the years pass and as more memories are made, the thought of...

Mutual Funds: Some of our picks!

Signature Global Science and Technology Corporate Class A   OVERVIEW Signature Global Science & Technology Corporate Class A fund is designed to maximize long-term capital growth. While it invests primarily in equity and equity-related securities of companies around...

Financial Planning Workshop for Interpreters

Brunch & Learn!  Are you working as a freelance interpreter? Or just curious about how to plan for unexpected expenses? Retirement?  Have you ever thought about Critical Illness Insurance or Disability Insurance?  Do you have a plan if you are injured and cannot...

Upcoming Workshop: The Role of an Executor

Are you an executor for someone you love? Have you chosen the executor to your estate? What can often seem like an obvious choice, may not be the right choice. Join Rose, as she discusses the role of an executor and the questions you might want to ask the person who...

Upcoming Seminar: Tax and Estate Planning for Business Owners

Business owners face unique planning challenges, especially due to recent tax changes for private corporations. Tax and estate planning legislation is constantly changing, and it can be difficult to determine the most suitable strategies for business owners. As a...

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