by Misty Santos | Aug 24, 2025 | Financial Planning, Industry Insights
Every year, as summer fades and the mornings turn crisp, families everywhere shift gears for “back to school.” New schedules emerge. Colour-coded calendars fill up. Lunchboxes are prepped the night before. It’s a season of fresh starts and disciplined routines. It’s...
by | Jul 25, 2025 | Financial Planning, Industry Insights
Picture This… Imagine you’re sitting across from a trusted advisor, and three envelopes are placed in front of you: The first envelope contains a cheque for $1,000,000 The second holds $900,000 The third, $800,000 Which would you choose? Most people...
by | May 21, 2025 | Financial Planning, Industry Insights
As a financial advisor learning the business under the mentorship of Brian Gribben at Brian Gribben Insurance Planning Inc. (BGIP), I’ve had the privilege of watching firsthand what true leadership, dedication, and excellence look like in our industry. Brian doesn’t...
by | Apr 15, 2025 | Financial Planning, Industry Insights
Staying invested during volatile market times can be challenging due to the natural emotional instinct to protect assets from short-term losses. But historical data and investment principles suggest that maintaining a long-term perspective and staying invested is...
by | Mar 31, 2025 | Financial Planning, Industry Insights
There are few things more rewarding – or challenging – than owning your own business. We understand that it’s an integral part of your life, and we can help you develop a comprehensive financial strategy that encompasses the needs of not only your business and...
by | Mar 18, 2025 | Financial Planning, Industry Insights
As a business owner and member of the North Durham Chamber of Commerce, securing your financial future is crucial for a peaceful retirement. While many focus on accumulating wealth, having a comprehensive retirement plan is essential to convert your savings into...
