Why would someone who is Wealthy buy life insurance?
… 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…
What is the Best Life Insurance
… 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…
Working Remote-Video Conferencing-Video Texting
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…
Introducing Net Net TOUGH
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…
Level Up and Why Everybody Should Care About Workplace Culture
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…
“Cseking In” with Dustin Serviss
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…
Announcement: We’re the official event sponsor for the Level Up Speaker Series: Future of HR & Recruiting
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…
Artificial Intelligence Dividend Growth Investing
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…
Dr Tom Deans COMING to Kelowna
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…
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…