Dec 27
If you haven’t met with your financial advisor in the last 12 months (or more) here are the questions you should ask yourself each year and contact your advisor if necessary. I challenge you to go through these questions and contact me for a complimentary financial review or for any changes you may need to …
Nov 13
Every business owner wants to take a worry-free vacation knowing your business is not under added pressure while you are away. This can be a difficult task to leave your prized possession, and in some cases, single source of family income with your staff taking on the additional work. Vacation planning, as a business owner, …
Nov 06
Occasionally, I come across insurance policies that have an owner who has an out-of-date phone number and address. Unfortunately, both Canada411 and a Google search still can’t locate some of these people. Owning an insurance policy that you pay into shouldn’t be a secret, or forgotten! However, owning insurance is one of the least likely …
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