There are no events to show

Essential tips for making the most out of your TFSA

Oct 27, 2021 08:00 PM Pacific Daylight Time - Oct 27, 2021 08:45 PM Pacific Daylight Time
- virtual seminar - Surrey, BC

Your Tax-Free Savings Account (TFSA) isn’t just a tax-saving vehicle for cash – there are a number of advantages your account can deliver. Our exclusive webinar will discuss:

  • Versatile TFSA benefits you may not have considered
  • Why everyone over 18 should have a TFSA
  • The difference between TFSAs and RRSPs

Click on the RSVP  button below to be taken to the registration page. Or, email me at

Divorce happens, don't let it derail you

Aug 24, 2021 11:00 PM Pacific Daylight Time - Aug 24, 2021 11:45 PM Pacific Daylight Time
Online or In-person Surrey, BC

Get your questions answered with divorce lawyer, Kendelle Pollitt, family and co-parent counsellor, Lisa Low and Investment Advisor & Financial Planner, Linda Holmes.

If you or someone you know is contemplating or experiencing the emotional, logistical and financial complexities of divorce, this panel of experts can provide insights and guidance.


Attend in person or online


Click here to Register 


Coffee, Conversation & Contingency Planning

Jun 22, 2021 01:00 PM Pacific Daylight Time - Jun 22, 2021 01:30 PM Pacific Daylight Time
Online Event Only Surrey, BC

Now more than ever, we are reminded that “stuff” happens...

Whether it be sickness, death, divorce, disability or disruption, it is important to have our affairs in order to protect both for ourselves as well as our loved ones.  Please grab a coffee and join us for a 30 minute conversation where we discuss some tips to better prepare ourselves for the unexpected while also discussing the consequences of not having a good estate plan in place.
Topics include:
  • Wills, POA and healthcare representation basics

  • Naming an executor and the role of an executor

  • Beneficiaries & contingent beneficiaries

  • Blended family considerations