Iain- Insurance Service





Aileen





Visual Capitalist (How Much Does it Take to be Wealthy)

September 13, 2023





Value Investment Advisory Fees Continued

August 30, 2023





Retired Seniors Top Financial Regrets

July 26, 2023





Alternative Investing (REITS) Continued

July 19, 2023





Alternative Investments (What Are They)

July 13, 2023





Projections (For Retirement) Sherpa-Tenzing Norgay

June 28, 2023





Beginning with the End in Mind

June 14, 2023





Back to the Sherpa process with E

June 7, 2023





Do you have a Group RRSP or Pension?

May 31, 2023





Should Your Portfolio Change as You Age

May 24, 2023





Plans - (It All Starts With a Plan)

May 17, 2023





Estate Planning

May 10, 2023





Sherpa Sizing Your Home

May 3, 2023





Expecting Changes

April 19, 2023





Having a Plan

April 12, 2023





Setting Realistic Goals for Retirement

April 5, 2023





Visual Capitalist (The Most and Least Expensive Cities in the World)

March 8, 2023





RRSP (Borrow to Contribute)

February 22, 2023





Liquidy (Alts vs Mutual Funds vs ETF vs GIC)

February 15, 2023





Most Recent:  Top 5 Holiday Gifts

December 21, 2022





Podcast Library


'A' in the Sherpa Process - Appreciation

December 14, 2022




Mortgages their role in a financial Plan

December 7, 2022




TFSA

November 30, 2022




Insurance Checkup

November 23, 2022




Market Conditions

November 16, 2022




Sherpa Style Investing & Living

November 9, 2022




Some Thoughts As You Head Into the New Year

December 22nd, 2021




Let's Focus on the "A" in Sherpa - Appreciation

December 15th, 2021




Should You be Taking More Out of Your RRIF/RRSP This Year?

December 8th, 2021




Your Friendly Reminder: Year-End Tips

December 1st, 2021




Need to Create the Topic From Listening

November 17th, 2021




Are You Playing The Long Game?

November 10th, 2021




Year-End Tax Slips

November 3rd, 2021




Should You Focus On Paying Down Your Mortgage ASAP?

October 27th, 2021




What Does Money/Wealth Mean to You?

October 20th, 2021




How Throughs - A Great Tax Savings Strategy

October 13th, 2021




Diversification: A Key Fundamental in Investing (Accumulation and Decumulation)

October 6th, 2021




Market Behaviour... A Couple of Bad Days - Does it Matter?

September 29th, 2021




Should You Borrow to Invest? We Do With Our Homes Every Day!

September 22nd, 2021




RESP Reminders and Options

September 8th, 2021




Is Commuted Value Option - Right Fit For You?

September 1st, 2021




Should You Sell Your House? Do you Need to For Your Plan?

August 25th, 2021




What is Mate Carlo Simulation?

August 11th, 2021




What is Correlation Analysis?

August 4th, 2021




Let's Talk IRT - Insured Retirement Plan

July 28th, 2021




General Estate Planning

July 21st, 2021




"Personal Pension Plan" Is This Right For You?

July 7th, 2021




Too Much RRIF Income?

June 16th, 2021




How Much Insurance Should You Have?

June 9th, 2021




Value of an Advisor Study / Russell Investments

June 2nd, 2021




Should You Hold Investments in a Hold Co?

May 12th, 2021




Do Your Finances Help, or Hurt Your Mental Health?

May 5th, 2021




Should You Have All of Your Assets With One Advisor?

April 29th, 2021




Wills. Do you have one? POA's

April 21st, 2021




Should You Incorporate?

April 7th, 2021




Tax Filing Season is Upon Us...

March 31st, 2021




Risk is a 4-letter word

March 17th, 2021




Pro's and Con's Investing in Real Estate vs Markets (RRSP/TFSA's)

February 3rd, 2021




Humble & Fred

February 3rd, 2021 - Real Estate