Resources

May 25, 2022

Conversations with Tom Deans – Ep. 1 – Intergenerational Wealth Transfers & Will Planning

This week we are excited to be launching our interview series, Conversations with Tom Deans. Tom is an internationally renowned speaker...

Feb 9, 2021

Clarifying What Estate Documents You Need

There are countless horror stories out there from families who experienced the death of a loved one only to have that pain compounded by...

Feb 9, 2021

Green Box Exercise

The “Green Box” is really a metaphor for a designated place to keep all your important planning documents so that people then know where...

Feb 9, 2021

Clarifying What Estate Documents You Need

Watch Pat O’Connor express the importance of having your estate documents in order. Read more about Clarifying What Estate Documents You...

Jan 13, 2021

Big Rocks Exercise Worksheet

Imagine you had to fill an empty jar with rocks, gravel, and sand. There are many ways you could approach this with varying levels of...

Jan 13, 2021

Planning with the End in Mind

Watch Pat O’Connor address end of life discussions and how to start planning with the end in mind. Also, Pat shares an exercise that will...

Mar 24, 2020

Playing by the Rules

When I was a kid, my siblings and I would play Monopoly for hours barely knowing the rules. We had some vague understanding of the game,...

Sep 21, 2017

Are Millennials Willing?

There are many stereotypes about “millennials.” The rumour is that we’re narcissistic, irresponsible, and entitled. It can be a difficult...