by Don Breckenridge | Jun 1, 2022 | Wealth Management
WEALTH MANAGEMENT RESOURCE So, you’ve been chosen to be the Executor of someone’s Will – maybe a loved one or maybe a friend. Cause for congratulations, perhaps? It is an honour to be asked, however, the responsibilities of an Executor are very important and can be...
by Don Breckenridge | May 13, 2022 | Wealth Management
WEALTH MANAGEMENT RESOURCE Managing Debt Managing and reducing your debt is a great way to improve your overall financial situation. Reducing your Debt There are 4 major steps to help in your repayment plans: 1. Know Your Debt: Collect all relevant information...
by Don Breckenridge | May 13, 2022 | Wealth Management
WEALTH MANAGEMENT RESOURCE What is life insurance and why is it necessary? Going through the financial planning process forces us to ask ourselves a tough question: If I was to pass away today, how would my family be able to cope with the sudden loss of income? On top...
by Don Breckenridge | Feb 8, 2022 | Business Resources
BUSINESS RESOURCE Selling a Business Having a well-thought-out exit plan isn’t just a good idea—it’s an essential safety net for any business owner. Whether you’re planning to sell, transition ownership, or wind down operations, a solid strategy ensures your...
by Don Breckenridge | Nov 22, 2021 | Business Resources
BUSINESS RESOURCE Grow the value of your business Small changes can make a big difference when it comes to growing the value of your business. Nadine has a step-by-step approach to assist her clients with improving the value of their business. This process...
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