Patrick O'ConnorFeb 9, 2021OwnershipClarifying What Estate Documents You NeedThere are countless horror stories out there from families who experienced the death of a loved one only to have that pain compounded by...
Patrick O'ConnorFeb 9, 2021VideosClarifying What Estate Documents You NeedWatch Pat O’Connor express the importance of having your estate documents in order. Read more about Clarifying What Estate Documents You...
Patrick O'ConnorNov 25, 2017FamilyImmigrants and Natives to Wealth: Understanding Clients Based on Their Wealth OriginsDr. Grubman is a clinical psychologist who works with some of North America's most affluent families, helping them to negotiate the many...
Patrick O'ConnorNov 6, 2017FamilyThe Impact of Social Investing on the Next GenerationThe concept of ‘social investing’ is not new. We have seen many versions of this over the years, starting with what was also called...
Chelsea McKee-TrenchardSep 21, 2017FamilyAre Millennials Willing?There are many stereotypes about “millennials.” The rumour is that we’re narcissistic, irresponsible, and entitled. It can be a difficult...
Patrick O'ConnorFeb 21, 2017BusinessUnwanted Insurance Policies Find a Home With Your Favourite Charity!As a member of the Canadian Association of Gift Planners (CAGP) I spend a great deal of time working with charities and donors. The...