Cofounder & CEO, Spring Planning | Family Enterprise Consultant, Trella Advisory | Board Director, Family Enterprise Canada | President, Financial Planning Association of Canada | Author & Speaker
The 30 Year Weekend: Planning for the Retirement Adventure of a Lifetime
Estate Planning for Blended Families
Estate planning is more than a will...
What Every Parent Needs to Know About Wealth Planning
Longevity & Legacy: Financial Planning for health, family, and wealth
Financial Stability When the World Feels Unstable
The Financial Planning Association of Canada with Julia Chung
What is Advice Only Financial Planning?
Intergenerational Wealth Planning
Video: Values, Family Business & Financial Planning
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