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We routinely bring together a team of advisory consultants to offer you forums and courses to provide you with more insight to make sound financial decisions in your personal life and/or business.

Jul 19

Learn About Emerging Technologies In Cryptocurrency

This course teaches students about cryptocurrencies, digital transactions, and the mechanics of how digital transaction platforms work. It will teach learners about cryptocurrency, blockchain ledgers, and how bitcoin mining works. Other topics include Non-Fungible Tokens (NFTs), digital currency, the history of cryptocurrencies such as Bitcoin, Ethereum and Dogecoin, how tumblers work, crypto crime, and crypto investment. The goal is to provide the learner with a foundational understanding of what cryptocurrency is and provide insight into emerging technologies arising in the digital fintech world.

Aug 19

HR Education - A Practical Overview for Business Owners

Ever wonder what value Human Resources bring to business leaders who run and manage dynamic companies? Come and join us for an online learning session with Ms. Kimberly Ho – Principal HR Consultant at Honiva Group Inc.

Sep 22

Wills & Estates

This 1 hour, interactive seminar discusses wills, executors, Enduring Powers of Attorney, and Health Care Directives. It talks about what those documents are for, why you need them, and how to avoid problems such as family disputes, lawsuits, and excessive taxation.  Family members encouraged to attend.

Nov 10

Retirement Planning for business owners (Cochrane)

As a business owner, your phone is constantly ringing, your lunches are almost always business-related and you likely built your company from the ground up. If you don’t have a specific plan for exiting your business, you’re in the majority. Having a succession plan can help offset the impact of taxes and other costs, and can also mitigate risks like the loss of wealth due to taxes. Using tax-advantaged strategies like an IPP, RCA, insured retirement plan, or a buy-sell arrangement can provide a smooth transfer of wealth. In this 1 hour seminar, we will discuss the options you have as an owner of some options that you can start setting up now to help fund and protect your retirement plans.

Mar 01

Navigating the Calgary Real Estate Market

Buying or selling your home in Calgary\'s real estate market is becoming increasing difficult. This webinar is designed to help you navigate through it.