Would you describe your investment style or personality as a Ferrari, Jaguar or a Cadillac? Or a GMC Denali pick up truck? The way people invest and plan financially, says something about the intentional lifestyle…

“Stand up out of your decision wheelchair and run through your ultimate lifestyle, yet being responsible for your future.” – Dustin Serviss To make changes or set new directions or accomplish new goals a person…

As a believer in owning a diverse mix of assets, I share some insight on what to consider when adding commercial real estate (office building) to your portfolio. Get the latest wealth tips, the latest…

… because they can. The reality is if you are Wealthy, you probably don’t “need” it BUT… if you think your net worth will stay the same or you will die with money still in…

… one that fits your goals and budget. How can you find the best life insurance when there are literally 100’s of policy types and variations? Simple, ask yourself “why am I buying it?”…  buying…

If you have tried a day working at home, how did it go? WOW, unless you are single guy/gal living in a condo… it probably wasn’t your most productive first day. Attached are 2 best…

If before March 1st 2020 were you feeling under control financially, but now you are feeling like you are walking through a fog of unknown. Then, this course will give you peace of mind that…

As everybody who attended the Level Up: Future of HR & Recruiting event organized by NowMedia Group can attest, Matthew Bertulli, CEO of Pela Case, and keynote speaker Eric Termuende were phenomenal, providing advice and…

Last week, I had the pleasure of sitting down with Nikki Csek of Csek Creative and NowMedia Group for the latest episode of “Cseking In”, her video series featuring interviews with Okanagan business owners and…

I’m thrilled to sponsor the Level Up Speaker Series: Future of HR & Recruiting, which features Eric Termuende as the keynote speaker. As the bestselling author of Rethink Work, Eric is renowned for helping organizations…

Imagine if computers could provide an edge to investors. Well, imagine no more. Artificial Intelligence, or AI, is here and it’s here to stay. AI is broad concept but even if you’re not sure what…

I am excited to announce we have secured Tom Deans world recognized speaker and author of the book(s): Every Family’s Business – 12 Common Sense Questions Could Save Your Family Willing Wisdom –  7 Questions…