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Shawn Pitre
Abby Foster
Niki Dunn
David Rawson
Jordan Dennis

Tel: 519-344-6872

Address
215 Christina Street N.
2nd Floor
Sarnia, ON
N7T 7J2
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Other Locations

1362 Lambton Mall Rd
Sarnia, Ontario
N7S 5A1

6 Ontario St
Grand Bend, Ontario
N0M 1T0



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WOMEN AND WEALTH                                                                                                             

 

MONEY CONVERSATIONS:

TALKING TO YOUR KIDS ABOUT MONEY

HAVING MEANINGFUL MONEY CONVERSATIONS WITH YOUR PARTNER

MEETING WITH YOUR FINANCIAL ADVISOR AS A COUPLE

COMMON TOPICS ADULT CHILDREN DISCUSS WITH AGING PARENTS

40/70 RULE: HELPING ADULT CHILDREN TALK TO THEIR AGING PARENTS

70/40 RULE: HELPING AGING PARENTS TALK TO THEIR ADULT CHILDREN


 

WOMEN OF INFLUENCE ARTICLES:

A NEW VIEW OF HAVING IT ALL

FOUR MYTHS THAT HOLD WOMEN BACK FROM SUCCESSFULLY MANAGING THEIR FINANCES

HOW DR. VALERIE TAYLOR IS TRANSFORMING THE FUTURE CARE FOR WOMEN'S MENTAL HEALTH
THE CONFIDENCE GAP: 3 TOOLS TO LEVEL THE PLAYING FIELD
WHY ESTATE PLANNING IS IMPORTANT FOR ALL WOMEN AND HOW YOU CAN GET STARTED
 

INFOGRAPHS:

WOMEN AND WEALTH

ARE THERE GENDER DIFFERENCES AMOUNG ENTREPENUERS

 

TO SEE MORE - GO TO OUR HELPFUL RESOURCES TAB - TAX PLANNING STRATEGIES, ESTATE AND SUCCESSION PLANNING, MANAGING YOUR WEALTH, EDUCATION AND KNOWLEDGE & ECONOMIC AND MARKET UPDATES

 - Creating Dependable Income Today, Tomorrow, Together -