Throughout the year we host a variety of events. We look forward to entertaining our clients and being introduced to our guests. Please note that all events are VIRTUAL and NO COST to you.

Our February Lineup



keisha blair author of holistic wealth

Living Your Plan: How to Achieve Financial Confidence
February 23rd - 12pm PT

Living through a global pandemic has taught many of us the importance of having a living plan, that we can adjust for the unexpected. Canadians are concerned about their cash flow, debt, and future retirement plans. Our guest speaker, Keisha Blair, knows this firsthand, as she credits her personal living plan with helping her find joy after experiencing such a sudden life tragedy.

Join this session to discover

     - tips and strategies for managing debt and cash flow
     - five principles of your living plan
     - how you can discover wealth beyond finances with tips from Keisha Blair, author of Holistic Wealth.





Our Past Events and Webinars


For Your Living Plan webinars, please visit this link. All our old webcasts will be available on-demand.

  • Financial Planning Strategies for Job Loss
  • Sustainable Responsible Investing: Driving positive change in portfolios and the world
  • Estate Planning and Creating Certainty for Your Future - Saskatchewan
  • Financial Planning in the Agriculture Sector
  • Estate Planning and Creating Certainty for Your Future - Alberta
  • Empowering Women, Embracing Hope: Financial Stability and Emotional Resilience
  • Synchronized Financial Planning for Women
  • Living Your Plan - Maintaining Financial Confidence in the New Normal
  • Ageing and Long-Term Care Planning: What COVID-19 has reminded us
  • Markets Insight and Perspectives
  • Synchronized Financial Planning for Women
  • Business owners - Getting started online with Shopify
  • Business owners in Canada: Navigating COVID-19 economic volatility and Government relief measures
  • Wealth Planning Strategies for Women: Advice during COVID-19 and beyond
  • A Conversation About the Market and Giving to Those you Care About in Uncertain Times
  • Master your Retirement in any Market Condition
  • Market Insights and Perspectives
  • Estate Planning and Creating Certainty for Your Future - Manitoba
  • Synchronized Financial Planning for Women
  • Business owners - Strategies to help address COVID-19 crises
  • Estate Planning and Creating certainty for your future - British Columbia