Individuals & Business Owners 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…

1 year ago

Unpacking FOMO: Understanding biases, emotions and financial attitudes

This week, Jackie is back to dive deep into the psychological roots of FOMO with Marci Gray, a psychotherapist and…

1 year 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…

1 year 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…

1 year 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…

1 year 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…

1 year ago

Estate Planning for Business Owners

Jackie and Jin are back discussing the theme of the "last dance" and reflecting on the passing of Donna Summer,…

1 year ago

Home and Financial Document Organization

This week, Jackie was joined by Effy Terry - A Trained Professional Organizer, Certified KonMari Consultant. They discussed home and…

2 years 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