Insurance and the financial planning process

By Magnolia MC
December 16, 2019

Ilana Schonwetter, Investment Advisor at BlueShore Financial talks alongside a panel of financial experts on why it’s important to talk with your clients about insurance.

Click here for more.

Related Articles​

June 6, 2025

Clear as mud? Ontario courts provide context regarding waiver of OBCA dissent rights

The article titled “Clear as Mud: Ontario Courts Provide Context Regarding Waiver of OBCA Dissent Rights” from Law360 Canada delves

Read More
June 6, 2025

CIO offers cautious optimism about PM Carney for investors, advisors

In a recent Wealth Professional article, Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management, shared her insights on the

Read More
June 6, 2025

Resilient Leadership Insights: Anil Sawrup of Monex Canada

In his interview with ValiantCEO, Anil Sawrup, CEO of Monex Canada, discusses his extensive experience in financial services and his

Read More

Stay up to date with our Agency Newsletter

Our email newsletter will be filled with company highlights, industry updates and marketing tips to support your business. Signup for our newsletter and get instant access to Webinars, Agency Updates, Audience Segmentation Insights, Success Stories and much more.