OTTAWA, ON, May 11, 2020 — Cindy David, CFP, CLU, FEA, TEP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the 2020-2021 term. As the third female chair in the board’s 29-year history and the second in eight years, Cindy’s appointment reflects CALU’s commitment to the advancement […]
With the value of some cottage properties likely decreasing sharply due to COVID-19, those who may be thinking about making a potentially taxable transfer with long-term goals in mind may want to do so now. In a new article based on many years’ experience, Tim Brown, Lawyer at Richards Buell Sutton LLP, provides sound advice […]
This document is probably the most important one you could ever fill out. It’s the first step to planning a secure future. Click the image to download now.
As COVID-19 transmissions increase, extraordinary and escalating measures (and unexpected impacts) are now rapidly coming into effect across all levels of society, business, industry, and leisure, in Canada and worldwide. While the Public Health Agency of Canada is still assessing the public health risk associated with COVID-19 as low for Canada for now, new developments […]
Read the full report here. The coronavirus Covid-19 presents the global economy with its greatest danger since the financial crisis, according to the OECD’s latest Interim Economic Outlook. Covid-19 is spreading from China to other regions causing human suffering and economic disruption. It is raising health concerns and the risk of wider restrictions on the movement […]
An equal world is an enabled world. With 30 years of experience, I’ve kept looking for ways to grow my voice and my platform so other women can join me in the world of entrepreneurship. The success of other women I mentor (two of whom have gone on to launch successful businesses here in Vancouver) […]
Competition is healthy, especially when it makes you level up, re-focus, and find a new way to guide yourself to success.
Reliability. We all know what it means. But how do you ensure your team builds reliability into their ethos? I have one trick I always use…
Trust is so key in my industry, and building it has been essential to the success of my business. How do you get to trustworthy with your clients, especially in financial services?