12 Costly Mistakes To Avoid When Designating a Life Insurance Beneficiary
Learn what to avoid when it comes to life insurance beneficiary designations and protect your family from potential costs and stress.
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Jackie Ouellette
- Jun 28, 2022
- 2 min
What Is An Executor Advisor and Why Do You Need One?
Ken can facilitate a constructive conversation while ensuring all bases are covered in order to streamline the process of closing an estate.
Jackie Ouellette
- Jun 6, 2022
- 5 min
What Is A Financial Plan & Why Do I Need One?
This article examines the elements involved in creating a complete financial plan and why working with a professional is essential.
Jackie Ouellette
- May 9, 2022
- 8 min
11 Estate Planning Myths That Hold You Back
Don't put your family at risk. Learn about the most common Estate Planning myths and how to keep your family safe and ready for the future.
Jackie Ouellette
- Apr 19, 2022
- 3 min
What is The Difference Between a Financial Planner & Financial Advisor?
When you take a closer look at your finances and decide it’s time to start planning for the future, you may be wondering how to get...
Jackie Ouellette
- Apr 4, 2022
- 5 min
4 Smart Ways To Build Your Child's Education Fund
When you first start growing your family, planning for the day your children leave the nest is likely to be the last thing on your mind....
Jackie Ouellette
- Mar 1, 2022
- 6 min
Estate & Retirement Planning: How To Make The Most of Your Golden Years
It makes sense to take care of your Estate Plan while planning for retirement. It pays to work with a professional. Learn more.
Jackie Ouellette
- Jan 20, 2022
- 9 min
Executor Duties and Responsibilities
While many approach taking on the role of an executor as an honour and privilege, the duties and responsibilities of an executor can be...
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