Info Video Clips

Welcome to my assortment of enjoyable and informative short video clips!

Please click on the links below to view each video on an individual page. If you would like additional information on any of the covered topics, please contact our office. Enjoy!
The Value of a Review Meeting
RRSP vs TFSA
Broker vs Fiduciary
Ready to Retire: the Retire-Ability Score
Critical Illness
Retirement Myths
Diversification Through Asset Allocation
Segregated Funds vs Mutual Funds
Dollar Cost Averaging?
Snowbirds
Estate Maximization
TFSA vs Mortgage
Key Person Insurance
Term vs Perm Insurance
Long Term Care Insurance
What is a Financial Plan?
Mortgage Insurance vs Individual Insurance
What is a Segregated Fund?
Pay Only Your Fair Share To The CRA
Why Use a Financial Advisor?
Protecting Your Wealth With Insurance

About Us

We serve individuals, families and businesses in West Central Alberta and Metro Vancouver, British Columbia.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

Contact Our Office

  • 524 - 50 Street
  • P.O. Box 6960
  • Edson AB T7E 1V3
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