Audrey quoted in article by Catherine Harris: Do you have clients who have aging parents? Do you know how to help these clients prepare for what may lie ahead? Although this issue is not strictly included in your mandate as a financial advisor, there’s a lot…
Read moreOriginally posted @allaboutestates.ca While the majority of my work is assisting with the living process, these past few week has been occupied with planning for the dying process. I am currently working with two wonderful ladies who have both been assigned…
Read moreOriginally posted @allaboutestates.ca I had the pleasure last week of being a panelist as part of the Canadian Association of Gift Planner’s mentoring & education breakfast, on the topic of Ethics. When I had previously thought of ‘Gift Planning’…
Read moreOriginally posted @allaboutestates.ca What does this mean exactly? Does it mean a greater discount at Shopper’s or at Timmy’s. I don’t think so…… It is actually a reminder to all of us to acknowledge the great contribution made by seniors every day….
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Audrey also blogs at @allaboutestates:
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