Library of Advisor Explainer Videos

Financial Planning:

Broker vs Fiduciary

Retirement Myths

Why Use a Financial Advisor

Ready to Retire?

What is a Financial Plan?

Asset Allocation

Dollar Cost Averaging

Protecting Your Wealth

Pay Only Your Fair Share of Taxes

Product Explainers:

Key Person Insurance

Estate Maximization

What is a Segregated Fund


TFSA vs Mortgage

Perm vs Term Insurance

Critical Illness Insurance

Long Term Care Insurance

Mortgage vs Individual Insurance

Mutual Fund vs Segregated Fund

Custom Business Introduction:


Business Owner Succession

Advisor Recruiting

Advisor Succession