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Greg Briggs, BA, CLU

Senior Financial Advisor

Claudia Lavoie

Licenced Assistant

SPOTTED IN THE NEWS

Estate Planning

15 March, 2021

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.

estate planning Protecting Your Heirs and Beneficiaries

15 March, 2021

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend

THE VALUE OF ADVICE

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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THE COST OF ADVICE

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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Market Monitor

Listen to insights from our market specialists  

 

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