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…

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

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…

3 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