Monthly Archive for: ‘June, 2017’

BridgeForce University | 2017 Compliance Meeting Presentations

APEXA APEXA update BridgeForce Financial Compliance regime workshop FSCO FSCO update PIB What’s new in the world of E&O Panel Slides Risk Analysis for Relationship-Based Risks

Read More

BridgeForce News | June 12, 2017

Newsletter Header Revised

HEADLINES Canadians risk family harmony by neglecting estate planning Half of Canadians do not have a will, a new TD survey has found. In addition, 28 per cent of Canadians without a will are between the ages of 53 and 71, and 39 per cent have not discussed estate planning with their children, according to the survey that was released …

Read More

Marketing Monthly | June 2017: Marriage & Money

Mm 1706 Header

In this issue: Marriage and Life Insurance: 13 Things You Need to Know after You Say “I Do” Getting married Money and Marriage: How Getting Married Changes Your Finances Want to save money (and your marriage)? Ditch the expensive wedding Marriage and Life Insurance: 13 Things You Need to Know after You Say “I Do” There are many articles about …

Read More

Tech Tips | Device Picks (Spring 2017)

IMG 20160901 194141 E1496412123263

We made it. Winter is finished. Not that it was a particularly bad winter, it’s just nice to be done. Now it’s onto warm temperatures, sunny skies and patio beers! Oh, and I’ve also got a few new device recommendations but none of them are as exciting as patio beers. Not much is, actually. Hmm… Come to think of it, …

Read More