News Blog

Financial Conversations Couples Need To Have at Different Life Stages 

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

2 years ago

Disruption and Reinvention: Starting a Second Career in your Forties

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

2 years ago

How to create a strong financial fortress during market downturns

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

2 years ago

Creating a Financial Vision Board for 2023

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

2 years ago

5 Tips to set yourself up For Financial Success in 2023

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

2 years ago

Year-end Donation strategies

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

2 years ago

Year-end tax planning

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

2 years ago

Getting clients organized for 2023

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

2 years ago

Combating Quiet Spending

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

2 years ago

Our Client’s Journey to Building Financial Confidence

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

2 years ago