by G3 Wealth Strategies & Consulting Inc | Dec 10, 2024 | Blog, Carriers
What a humbling moment it was to be asked to speak this summer at Advocis Atlantic School!Very excited for the opportunity to share my vision with the attendees and enjoy the wonderful atmosphere of the school and all PEI has to offer.If you are in the Atlantic...
by G3 Wealth Strategies & Consulting Inc | Dec 10, 2024 | Blog, Carriers
What an amazing way to spend a day. I was lucky enough to be asked to come on the incredible Discovery Series with Desjardins podcast by the wonderful and talented Reh Bhanji, CFP, CLU We talked about the power of process, had some laughs, made up tax rules, and...
by G3 Wealth Strategies & Consulting Inc | Dec 10, 2024 | Blog, Carriers
Let’s make supporting great causes easier and more approachable by demystifying the methods available to do so efficiently and effectively.Excited to be a part of this great series with Hamilton Health Sciences Foundation and humbled to be speaking alongside Rick...
by G3 Wealth Strategies & Consulting Inc | Dec 10, 2024 | Blog, Carriers
What a time I’ve had with the fine folks at Foresters Financial! Capping off an 8 part series I’ve been running for their national sales team!Today we were meeting as part of their National Sales Meeting at the impressive Hockley Valley Resort and we discussed the...
