Tag: advisors

Discover More about the Season of Giving

Here is an invitation to all financial advisors. You may need to advise clients about charitable gift giving throughout the year. I hope you can join me on Tuesday, November 30 from 12:00 – 1:00 p.m. St. Joseph’s Health Centre Foundation will hold a virtual networking and…
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5 Estate Planning Weaknesses

  Estate planning is confusing and many people want to avoid lawyers. Many advisors fall into a trap of trying to oblige the client. This can lead to several weaknesses in estate planning, which I’ll explain. Estate planners, unlike lawyers, cannot tell you what to do when…
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