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Estate Planning Considerations

by Pam Mundell, CFP, CLU, CHS How to be fair with second and third relationships. Blended families created by second and third marriages or common law relationships present a challenge to plan to ensure fairness for all loved ones. You… Continue Reading →

Tips to Navigate a Grey Divorce

by Pam Mundell, CFP, CLU, CHS Preparation is half the battle. Divorce rates for people over the age of 50 in long-lasting marriages are on the rise. Grey divorce is a term referring to the demographic trend of increasing divorce… Continue Reading →

Estate Planning

by Pam Mundell, CFP, CLU, CHS Whether you are refreshing your plan or starting from scratch-ask questions that will spell out clearly what you want. Estate planning is definitely not on the top-10-list of most people. It can be emotionally… Continue Reading →

Pam’s Top Six Retirement Tips

by Pam Mundell, CFP, CLU, CHS Create sustainable income for life. You’ve worked hard during your earning years to diligently set aside money each and every year for your retirement.The nest egg is looking big and healthy and now it’s… Continue Reading →

Private Wealth Management

Is this service right for you? by Pam Mundell, CFP, CLU, CHS What is private wealth management? While the term gets tossed around here and there, many Canadians are unfamiliar with what a private wealth management (PWM) company can offer…. Continue Reading →

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