Three steps to managing a large inheritance
Inheritance can have a huge impact on how you live your life today, your plans for the future, and your opportunity to pay the generosity forward to your loved ones. This is definitely a time…
Accelerate Your Learning – Fastest Way to Lose Your Money
In a world where FOMO exists … which by the way is “Fear of Missing Out” syndrome if you were wondering, there is no other industry than investing where clients experience this more. The below…
Reinventing your lifestyle after divorce
Divorces can be amicable or not. Planned well or not. Regardless of how the proceedings play out, life changes for both parties in many ways. It’s time for both of you to revisit every aspect…
Selling your business and moving on… Now what…?
Many business owners have discovered that life after the sale of a business is anything but business as usual. The sale of your business is the start of a new chapter in your life. Planning…
2 Minute – What is the Stock Market
Here is a great summary of what stock market fluctuations mean. SEE VIDEO HERE
Donate a Baby and Make a Difference
We understand that infertility can be a very isolating experience. So many of us go through it scared, frustrated and it causes a lot of stress. Our 2018 Kelowna community goal is raising awareness around the…
Helping 900 Lawyers decipher Disability Insurance
As we continue to work with Lawyers (over 900 in BC) we have noticed there is a lot of confusion with regards to Disability Insurance (Income Protection), how it is effectively used to protect you…
Give Life at our Infitness Smashup – June 9th
Last year you may have seen we donated a full target shooting kit to a teenager who survived a paralyzing ATV accident. The year before we secret santa’d the whole Renal Floor at Kelowna General…
Do It Yourself Investment Seminar + Happy Hour
Hands on Learning Workshop – Hosted by Serviss Wealth Coaching When: Wednesday May 30th at 4:00 – 6:00pm (Happy Hour after in the Nest Lounge) Where: The NEST – 1605 Pandosy Street (upstairs), Kelowna. How to…
A Primer on Bitcoin Investment
The hottest financial commodities in existence are the various cryptocurrencies, the most popular of which is Bitcoin. Stories about Bitcoin’s meteoric rise to prominence can make it seem like a very appealing investment, especially for…
8 Easy Ways to Protect Your Money In a Divorce
Everyone knows divorces are difficult. They take a mental and emotional toll on everyone involved. While it’s important to take care of your mental health in such trying times, it’s equally important to ensure you…