Iain- Insurance Service


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


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