Financial Conversations Couples Need To Have at Different Life Stages 

2 years ago

Jin and Jackie are back this week to discuss Financial Conversations Couples Need To Have at Different Life Stages. Financial…

Disruption and Reinvention: Starting a Second Career in your Forties

2 years ago

This week Jackie is joined by Caroline who is a Co-Founder and Co-CEO of the Canadian Leadership Congress, an organization…

How to create a strong financial fortress during market downturns

2 years ago

Hey Confidante Community! Jackie and Jin are back with strategies on how to create a strong financial fortress during market…

Creating a Financial Vision Board for 2023

2 years ago

Hello confidante community! We hope you are all having a good year so far.. This week Jackie was live solo…

5 Tips to set yourself up For Financial Success in 2023

2 years ago

1)Protect your mindset Your mental outlook determines your financial outlook net worth tends to grow when mindset grows is the…

Year-end Donation strategies

2 years ago

We all made it to the end of 2022! If you are reading this, welcome to the last live conversation…

Year-end tax planning

2 years ago

Jackie is joined by Lianne on this episode of live at 5 to discuss tax planning and gearing up for…

Getting clients organized for 2023

2 years ago

With only a couple more weeks before the end of the year, our topic is getting clients organized for 2023!…

Combating Quiet Spending

2 years ago

Tis the season confidante community! Jackie starts off this week’s solo live with bubbly Christmas music as we usher in…

Our Client’s Journey to Building Financial Confidence

2 years ago

On today's LinkedIn live, Jackie is joined by our superstar retired couple/clients Al and Mary to discuss how she has…