Videos Blog

“The Money Conversation & Budgeting”

In our May 2019 Timely Tips we talk about the benefits of budgeting. Watch this informative video with strategies on…

6 years ago

“Tax Filer’s Remorse”

In our April 2019 Timely Tips we talk about ‘Tax Filer’s Remorse”. Watch this informative video with strategies on preparing…

6 years ago

“Do you have the Tax Blues?”

In our March 2019 Timely Tips we talk about ‘Beating the tax blues”. With tax season underway we invite you…

6 years ago

“What you need to know about RRSPs”

I am pleased to introduce our first monthly ‘Timely Tips” where I discuss everything you need to know about RRSPs.…

6 years ago

Podcast: How to be Financially Resilient.

Expect uncertainty; expect disruption and build a fortress around your finances so you can be more equipped to deal with…

6 years ago

Interview: Divorce and your finances. Ways to protect yourself from a costly divorce.

Jackie is interviewed with Bev Lewis of Positive Solutions. Divorce and your finances. Important ways to protect yourself from a…

6 years ago

Back to Basics; Financial Literacy with Jackie Porter

Talking about finances can be stressful, especially if you’re not even sure where to start. This video with Jackie Porter…

6 years ago

Taking Responsibility for the Future: Are You Ready?

“Lawyer Norm Keith is 58 and laughs hard when asked about his readiness for retirement.” There is an old adage…

6 years ago

The Essential Check List for an Effective Estate Plan

Your estate plan is put in place to implement your wishes regarding yourself and your property in the case of…

6 years ago

Embracing the Money Conversation

We live in a culture where few subjects are off the table. We talk about everything and we are not…

6 years ago