TPOW – Top 3 2021 Downloaded Podcasts

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It was an exciting year with many diverse guests on the Picture of Wealth Podcast (TPOW). The TPOW essence is simple, have meaningful conversation with people who are living more of their life now, yet…

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Health & Tax Tips – Life Insurance

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We recently had a client who was considering updating their insurance, they obtained quotes from us, but did not complete the applications. Fast forward 9 months later, they have developed a chronic headache they just…

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If your investments were a CAR?

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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…

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Canadian Lifestyle Update

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“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…

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