Video Resources
Our video resources cover a variety of personal and business financial topics. The goal of these videos are to inform you on the financial options available to you.
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Critical Life Stages Video 1 – Starting Your Career

Critical Life Stages Video 2 – Growing Families

Critical Life Stages Video 4 – Preparing for Retirement

Critical Life Stages Video 3 – Mature Families

Overcoming Investment Biases: The Power of Proven Strategies

The Future of Wealth Management: The Growing Role of SMAs

Understanding SMAs: Benefits for Retail Clients

Elite UMA Platform: Dealer and Advisor Perspectives

Enhancing Client Relationships: The Time Advantage of Elite UMA

Elite UMA Platform: Enhancing the Client Experience

Practical Year End Financial Planning Tips for Canadians

Navigating the Costs of Funding Post-Secondary Education – A Wealth Advisor's Perspective

HBP vs. FHSA: Navigating Your Path to Home Ownership in Canada

Is Early Retirement Right For You? Thoughts to Consider from a Wealth Advisor

Retirement Planning 101: Make the Most of Your RRSP Contributions
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