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Advice and insights to help you achieve the goals that matter to you.

From Our
Blog & Podcast

We write & record frequently on issues related to wealth protection, preservation and estate planning. For a quick  weekly read, subscribe to “WealthSmarts” by clicking the following button.

Podcast

Building an Impact Business

Do you want to make a difference with your business? Many businesses today focus on profits and don’t often consider their impact on the world.

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Podcast

The Rainmaker’s Dilemma

Did you know almost half of all business owners will hit the same stumbling block? They become the primary revenue driver for their company –

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Podcast

Value Builder with John Warrillow

Needs of business owners require a different type of financial planning that is uncommon today, but very necessary. In this episode, Richard and Matt interview

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Podcast

Stay in Your Seat

Whether at a sports game or investing, many people get distracted, zone out, or sometimes actually fall asleep, often missing a crucial game-changing event. As

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Podcast

Diversify Properly

Diversification is critical to any wealth-building strategy. In this episode, Richard and Matt discuss why diversification is important, how we should think about it, and

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Podcast

Pay Yourself First

Often people save for their future based on what’s left at the end of the month. This amount usually ends up being an afterthought compared

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Podcast

Start A Financial Plan

Many Canadians do not achieve the financial goals that matter to them. Worse than that, they never know if they are on track. In this

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Podcast

After the Storm

With everything beginning to open up, it is important to reflect and learn as much as we can from this difficult time. In this episode,

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Podcast

Building Financial Confidence

Financial confidence is the key to achieving the goals that matter to us. There is a process to developing financial confidence. In this episode, Richard

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Goals That Matter

Goals that matter. Many people work for goals that don’t actually matter to them. In many cases, society tells us what is important and we

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Podcast

The Retirement Puzzle

When planning for retirement there are so many puzzle pieces that makes it difficult to know how much income you will be getting. In this

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Podcast

The Retirement Conundrum

Too many people are running out of money in retirement and needing to compromise their lifestyle. No one envisions this. In this episode, Matt and

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Podcast

The Launch Episode

In this episode, Matt and Richard discuss why they created this podcast and how it is an answer to the noise and confusion that is

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Insights

Who do you trust?

As published in The Richmond News. We are born to trust. Without trust, we would never have learned to walk, talk, take care of ourselves

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Insights

Be a Truth Teller

On April 30, 2009, near the bottom of the massive global credit crisis, Chrysler LLC filed for Chapter 11 bankruptcy protection to renegotiate its debt

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