SG Wealth Newsletter

January marked a significant milestone for me as I launched my podcast, "SIMple Wealth Wisdom." As a financial planner and advisor, my goal is to help busy professionals and business owners grow their retained earnings tax-free, pass more wealth to the next generation, and protect their families & the podcast helps me do so.

In February, I had the privilege of hosting the MDRT Canada Day event, where advisors from all over Canada joined me for a virtual gathering. It was an incredible opportunity to share insights and strategies with top producers in our industry, enriching our practices and client service approaches.

July was a remarkable month filled with wonderful experiences and achievements. One of the highlights was speaking at the Hub Nexus Business Meeting at the iconic Royal York Fairmont in Downtown Toronto. It was an incredible honor to share the stage with my friend Jaymie Bongard, alongside many industry leaders and experts.

As we step into a new month, I wanted to take a moment to reflect on August, which was indeed a good month filled with reflections and gratitude. It was a time for looking back on achievements, learning from experiences, and appreciating the journey that has brought us here.