Honoured to have attended the Desjardins Conference for top advisors across Canada. An incredible learning opportunity filled with insights and inspiration from outstanding peers and leaders. Incredible to see women in leadership roles in our industry such as Rachel Simard, Marie-Josée Audet who are steering us into a powerful future. So proud to be part of this amazing team of professionals lead by Al Roissl CFP, Deborah Veska, CHS, Fitz Shillingford, Ted Girard, BA, CFP, CHS, CLU and all...

Every new year brings its own momentum, but 2026 has already set a powerful tone. As many of you know, our transition to Desjardins marked a meaningful shift — one guided by purpose, alignment, and the desire to serve with even greater intention. What I didn’t anticipate was how quickly new opportunities would emerge from this change, or how deeply they would resonate. One of those moments was the honour of being invited onto the newly launched Desjardins Podcast . This conversation gave me...

Building and preserving wealth is a journey that requires more than just saving money or investing blindly. It demands effective wealth planning —a strategic approach that aligns your financial resources with your life goals. When done right, this planning can help you maximize your wealth, reduce risks, and create a lasting legacy for your family. In this post, I’ll walk you through practical steps and insights to help you take control of your financial future. Whether you’re managing a...