What is Estate Planning?

Free Estate Planning Letter of Direction Free Estate Planning Letter of Direction I am always out visiting clients and I often get the same questions asked.  I thought it would be good idea to put them together for you.  This is the answer to what is Estate Planning? Estate Planning ranges from wills, insurance, trusts …

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What Is An Insurance Broker?

https://youtu.be/4sKzdV2ltp0 An Insurance Broker does not work for one specific insurance company, they work for you, the client. They can also act as your advocate in the settlement of any claim that may be made by you under your insurance. In the majority of cases, an insurance broker acts on your behalf as your agent. …

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Thank You 2018

https://youtu.be/0GylK8l0Rbc Have A Safe & Happy Holiday Season! We are extremely grateful for all the relationships we developed and enhanced in 2018 and are thankful for your continued trust. We wish you and your family a wonderful holiday season and look forward to serving you in 2019. Contact Us Jay Newton BA, CLU, CHS, EPCWealth …

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5 Tips To Get You In The Driver’s Seat Of Your Financial Sleigh For The Holidays

5 Tips To Get You In The Driver’s Seat Of Your Financial Sleigh For The Holidays It’s November, the start of the biggest spending season of the year. It’s no coincidence that it is also Financial Literacy Month. The average Canadian will spend $1810 on holiday related expenses, which is up 12% from 2017. This …

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5 Ways to Save This Summer

5 Ways to Save This Summer It’s official, summer is here! Like most parents you are probably looking for options to have fun, but not break the bank this the summer.  So what can we do to keep our kids active while enjoying quality family time, without having to re-mortgage our home?    Here are …

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