What is a Trusted Contact Person

 November 22, 2021 |Curtis Grainger Jason Fields

Starting Nov 22, 2021 as advisors we are now required to ask all clients who their Trusted Contact Person will be. What is a Trusted Contact Person? The Article from RBC Wealth Management outlines what you need to know as an investor and how this per

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Six financial literacy principles

 November 17, 2021 |Curtis Grainger Jason Fields

 This articles outlines six principles we review with our clients children as they start to take control of their own finances.  

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Three Will and Estate planning facts that will surprise you

 November 02, 2021 |Curtis Grainger Jason Fields

Another excellent video from David Chilton, "The Wealthy Barber" discussing 3 surprising facts around will and estate planning

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