The Vancouver Sun: Small Business 07/28/2010
We made it into the Sun again - check out the article! The Vancouver Sun, July 28th 2010
 
How to save money on your Life Insurance! 07/21/2010
There are 3 main things that affect your insurance rates: Your Age Whether or not you smoke Your Health In order to save money on the cost of your life insurance or critical illness insurance, it is best to get a policy in force as young as possible. We always advise our clients to lock in a permanent ... More>
 
Group Benefits: The ins and outs 06/29/2010
This blog update comes thanks to Chris Day of Fully Managed. I sat down with Chris a while ago and he suggested I write a post about the ins and outs of group benefits since most people are not in the know. So….here it is! A group benefit plan is an extended health plan for a group/company with 3 or more employees. The advantage ... More>
 
My Three Sixty, Edition #4 06/01/2010
I have heard this great story about prioritizing what’s most important in life a few times recently, so thought I should share it with all of you who may not have heard it before… A philosophy professor stood before his class with some items in front of him. When class began, he picked up a large empty jar and proceeded to ... More>
 
Why I love what I do and the rule of 72 05/27/2010
Yesterday I was reminded again why I love what I do. I had the opportunity of reconnecting with one of my favorite clients, who I consider a good friend. She had been away working overseas for the past year and we met up for lunch to catch up and review her portfolio. I was so happy to show her that since we moved her funds (money ... More>
 
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