Iain- Insurance Service
Aileen
What Do We Mean When we Talk About the A
December 4, 2024
Should You be a Giver
November 13, 2024
Can Spending be an Investment
November 6, 2024
Interest Rates are Going Down How Can You Profit
October 30, 2024
Trading on Margin What you need to know
October 23, 2024
U.S. Election – Let's Dispel Some Election Cycle Myths
October 16, 2024
Investment Management – Rules of Thumb (AKA. Golden Rules of Investing)
October 9, 2024
RESP Contribution
October 2, 2024
Structuring your Finances
September 25, 2024
Taxes - We Worry About Things we Can't Control
September 25, 2024
Managing Investors Behaviour & Relations with Money
September 11, 2024
What do Financial Advisors Really Do
September 4, 2024
Risks - In Financial Planning
August 28, 2024
Should you Retire Outside of Canada
August 21, 2024
Market Perspectives is it Just a Dip
August 7, 2024
Market Movement
July 31, 2024
Success Stories for Setting Achieving our Short-Term Goals Objectives
July 24, 2024
What is an IPP
July 17, 2024
Home Country Buyers
July 10, 2024
This Month is ALL about the kids… Kind of like every other day
June 26, 2024
The next couple of weeks it is ALL about the kids… Is it ever not
June 12-19, 2024
The Financial Planners (CFP) of Canada survey with Canadians About Finances
May 29, 2024
Prospects Join Our Client Family After Going Through the 2nd Opinion Offer
May 27, 2024
Are you getting a Tax Refund
May 22, 2024
Are your Retirement Ready Beyond the Numbers
May 15, 2024
Are you Retirement Ready
May 8, 2024
Lets Talk Insurance
May 1, 2024
It's Tax Time… So, let’s talk about Tax Baby
April 31, 2024
The Top 25 Countries for Retirement in 2024
April 24, 2024
How do I Invest Tax Efficiently in a Non-Registered Account
April 10, 2024
Are your Investments Tax Effective Proactively
March 20, 2024
Is your Portfolio designed to satisfy your Goals
March 13, 2024
Lets Talk Retirement Planning Projections
February 28, 2024
RESP TFSA DC GIC Should you have it
February 21, 2024
Are you Investing in Yourself
February 14, 2024
Why is a projection What can I do to create
January 31, 2024
The “S” in SHERPA – New Year – New Goals
January 24, 2024
Its All About TFSAs
January 17, 2024
2024 Financial Goals
January 3, 2024
Charitable Giving Episode 2
December 18, 2023
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
