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…

8 months 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…

9 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…

9 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

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,…

11 months 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…

1 year 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