Retirement Blog: RRSP Contributions and More

Resources For managing care for Aging Parents

The landscape of senior care is rapidly evolving, and it's essential to have conversations about how we can ensure a…

1 year ago

Talking to Aging Parents About Finances

As life progresses, so does the need for important discussions. Among these conversations, addressing financial matters with aging parents can…

1 year ago

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

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