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Tag: Estate planning

Retiring Well: ‘Declutter’ financially before you retire

Wire Service on November 20, 2023

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

A clear financial picture leads to better decisions

Retiring Well: Planning in an age of longevity

Wire Service on October 16, 2023

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

White Rock Senior Wealth Advisor says Canadians are undergoing a societal shift

Okanagan advisor’s top four tips for strengthening your financial plan

Wire Service on October 2, 2023

Senior Financial Advisor Ben Klassen at Valley First in Vernon. Photo courtesy Valley First Credit Union.

When it comes to your finances, don’t guess – make a clear plan and check back often

Being prepared is key to creating an ironclad financial plan

Wire Service on October 2, 2023

Alisa Spitali, a Senior Financial Advisor with Island Savings in Duncan. Photo courtesy First West Credit Union.

How to protect you and your loved ones from some of life’s storms

Bulletproof your financial plan: 4 habits of financially successful people

Wire Service on October 2, 2023

Kay Gandham, a Senior Financial Advisor at Envision Financial in Surrey. Photo courtesy First West Credit Union.

How being proactive can set you and your loved ones up for success

Retiring Well: Finding purpose requires planning!

Wire Service on September 18, 2023

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

‘Cold turkey’ retirement isn’t for everyone. Start by identifying your priorities.

The future comes slowly, then all at once

Wire Service on August 21, 2023

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

Don’t leave planning for aging parents until there’s a crisis

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