Will & Estate Planning

Join Mike, Trish & Tracey Goldie, Vice President, Estate Planning Specialist, as they discuss the importance of Will & Estate Planning.

Segregated Funds

Join Mike, Trish & Jules Kerlinger, Senior Manager, Insurance Wealth Solutions, as they discuss the benefits of Segregated Funds and Guaranteed Interest Accounts (GIAs).

 

The Importance of Financial Planning

Listen to Mike, Trish & Daryl discuss how they use financial planning to help their clients.

 

Structured Notes

Join Mike & Scott McBurney, Managing Director, as they have an interesting discussion on the topic of Structured Notes.