In The Know
This is where you will find webinars, videos, and highlights of entertaining and educational events. Join us to learn, have fun and meet people like you that value planning for tomorrow AND enjoying today.
We are passionate about…
Sharing our knowledge, insights and experience to simplify your life journey.
Bringing people together to share good food and conversation. We believe this is one of life’s simple joys and an important part of wellbeing.
Clarity; life can be complex, the people you work with shouldn’t be.
Mental Health
Webinar
Connecting with others and prioritizing our wellbeing can support a healthy mental state! Learn some of the impacts of stress on your body and possible resources available to begin your pathway to wellbeing – a special feature in honour of Mental Health Week.
Wellness
During Covid
Managing your wellbeing during COVID-19 is mission critical! Learn about some of the available financial resources, suggestions on how to adapt to working from home, managing staying indoors while taking care of your nutritional needs (plus download the free easy meals cookbook).
COVID-19
& The Markets
Have you been following along with COVID-19 and are uncertain what this means for your investments? Join Peter and Taylor as they focus on the facts (not fiction) and what we know vs. what we feel.
Things to Know
During RRSP Season
Not exactly sure of the benefit of RRSP season, or how to contribute to your own RRSP? Watch as Peter and Taylor briefly run through the basics, and the “red flags” of RRSP season.
Understanding
Your Life Insurnace Options
Unsure what you need and what options are available to protect you and your family? Peter walks through the different types of life insurance including Term, Universal Life (UL) and Whole Life Par participating insurance (20-Pay).
Learn More
Critical Illness Insurance?
Wondering if you should consider Critical Illness Insurance? Find out the why and the types.
Eat Drink
Learn
A fun night for clients to break bread together and learn how to make gourmet Italian favourites. Now that’s living la dolce vita!