Journal

In December, Rossi completed her final examinations and has received her Chartered Life Underwriter designation. The Chartered Life Underwriter (CLU) designation has been widely recognized for 90 years as a superior mark of excellence in the financial...

In the end, the rollercoaster that was 2020 left Canada’s housing market more or less where it started the year: full of bidding wars, escalating prices and exasperated buyers unable to find a home they can afford. The pandemic changed some dynamics—it...

For those of us that live in Kelowna; winter arrived early this week with a blanket of snow. As many of you may know I am a big believer in the importance of expressing gratitude. As 2017 draws to a close I decided it would be fun to provide each team...

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

Will and estate planning tips for multiple generations