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May 1, 2020

The Next Stage in Life: Preserve, Protect, and Pass On Your Wealth

Success for a business owner is a strange thing. An entrepreneur spends most of his or her life doing things that few others would do, such as working sixteen-hour days, getting a second mortgage to manage through hard times, or...

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April 30, 2020

Top 7 Mistakes Canadians Make when Donating to Charity

“Begin with the end in mind!” Wise words from Stephen Covey, and easy to apply to some things. My experience as a financial professional is that it doesn’t apply as easy or as often in the world of philanthropy. The...

Special Reports

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April 30, 2020

5 Serious Barriers to Your Retirement Plans

What You Need to Know to Retire in Comfort and Not Run Out of Money Answers about your money, your retirement, and about living the rest of your life on your terms. This Special Report has been prepared to assist...

Special Reports

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November 29, 2019

What’s more important?

My grandfather, Jack Sutton, passed away in October, 2018. He was a World War 2 veteran, and I loved asking him about his time serving as a Navigator with the Royal Canadian Air Force. The Royal Canadian Legion had a...

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May 29, 2019

Home is where you make it

We show successful businesses, families and charities how to preserve, protect and pass on their wealth so they can impact their world in a meaningful way.  Pass this along.   Home is where you make it. I often casually remark...

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March 29, 2019

Words of Advice

We show successful businesses, families and charities how to preserve, protect and pass on their wealth so they can impact their world in a meaningful way.  Pass this along.   Words to Inspire.   It doesn’t seem long ago that...

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February 28, 2019

Here’s why averages are dangerous…

My grandfather, John (Jack) Sutton, passed away on October 11th 2018, at the age of 94. My grandmother, Hazel, is also 94 years old, and they would have celebrated their 74th wedding anniversary in December. While we will miss Grandpa...

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February 28, 2019

Will your grandchildren know?

Once upon a time… Stories impart wisdom. And stories get passed on. Will yours?  What is the story of Cinderella trying to impart to the listeners? Fight for your dreams… and do so with kindness and hard work. Ideals we...

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January 29, 2019

Pass the Torch

We show successful businesses, families and charities how to preserve, protect and pass on their wealth so they can impact their world in a meaningful way.  Pass this along.   Pass the Torch. The beginning of a calendar year is...

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