Legal Professionals Articles

Living Your Best Life: Client Testimonials and Insights

Welcome to the month of September community!  Our first live session this month is hosted by Jackie and Jin where…

8 months ago

What behaviours undermine your ability to build wealth

Welcome to our Wednesday live session, Confidante community! Today, we're diving into the energizing topic of building wealth while enjoying…

10 months ago

How Do You Loose Wealth

In this episode of Live at Five with the Financial Confidante, Jackie is joined by Kelley Keehn, to discuss the…

10 months ago

What Does Wealth Building Mean to Our Clients?

Jackie and Jin are back for another Ask Us Anything Live Session, the focus is on the topic of building…

10 months ago

Estate Planning For Lawyers

Jackie is back this week for another insightful live session with Marlene Doss of Aion Law. Their conversation starts with…

11 months ago

Top Issues Clients Face with Retirement

Hello confidante community! We are back with another Ask TJP series and this time our in-house Certified Financial Planner Jin…

2 years ago

Finding Investment Opportunities in the Market

This week, Jackie is joined by Jonathan Popper who is a senior portfolio manager from Manulife. He joined her on…

2 years ago

Divorce Planning in the Pandemic

The pandemic hasn’t created many additional challenges but has amplified the difficulties couples have been facing. This week on our…

2 years ago

The Importance of A Mid-Year Tax Check-Up With Your Accountant

Do you feel rushed and confused during tax season? This week on our Instagram Live, we hosted Mouri Khan to…

3 years ago

Estate Planning: How to be Proactive Around Your Will

Even though thinking of your death may feel like the last thing you want to do, preparing your will is…

3 years ago