Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members. In this edition of […]
Read MoreListen to Cindy on Inception Family Wealth Hour with Chris Delaney
What if I need to do financial planning? This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU’s Board, […]
Read MoreCindy David named as CALU’s third female chair
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. […]
Read MoreDonation of life insurance policies isn’t trafficking, B.C. regulator says
Advisors receive some clarity on anti-trafficking legislation B.C.’s financial services regulator has confirmed that gifts of life insurance to charities won’t generally be considered trafficking […]
Read MoreHow To Estate Plan the Family Cottage
By Tim Brown, Richards Buell Sutton LLP When dealing with estate planning, many families spend a lot of time dealing with emotional assets that may […]
Read MoreInternational Women’s Day 2020
An equal world is an enabled world.
Read MoreTrusts work – as confirmed by the BC Supreme Court
By CV TrustCo In the Spring of 2017, we blogged about the use of Alter Ego and Joint Partner trusts (‘Trust(s)”) for those over 65 […]
Read MoreEstate Planning – Through gifting Life Insurance, Securities and Real Estate
Cindy had a great time presenting to the donors of Trinity Western University. Please click here to see a copy of her presentation. If you […]
Read MoreTrends in Financial Services
Legislation, education, licensing and product changes affect plans for your wealth It is an understatement to say that the changes and trends affecting the financial […]
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