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FinanceInsuranceInvestment

Are you sure your home is insured?

https://youtu.be/APE8C40uUPE Do you own a home, and if so, do you have a mortgage? If you do, have you protected your family’s finances if something…
Erica Lee
Erica LeeMay 8, 2020
FinanceFinancial PlanningInsurance

Claim Time!

https://youtu.be/QQJUHM8K4kA When most people think about what it is that I do for a living, they think about the insurance application, the premiums, the policy…
Erica Lee
Erica LeeMarch 30, 2020
FinanceInsurance

Benefit from Understanding Beneficiaries!

Obviously one of the most important aspects of your insurance policies is your beneficiary designations. That's because these policies are put in place to protect…
Erica Lee
Erica LeeJanuary 6, 2020
FinanceFinancial PlanningInvestment

Funding Your Buy-Sell!

In the last video, we talked about what a buy-sell agreement is, but how do you actually ensure that agreement can happen in reality? How…
Erica Lee
Erica LeeJuly 23, 2019
FinanceFinancial PlanningInsurance

Buy-Sell Agreements

Do you own a business? Do you have business partners? What will happen to your business if one or more partners can't work due to…
Erica Lee
Erica LeeJuly 11, 2019
FinanceInsurance

Stay Tuned!

Can't wait for you guys to see what I've been doing! I wanted to create some videos about topics that most of my clients don't…
Erica Lee
Erica LeeJuly 4, 2019
FinanceFinancial PlanningInvestment

ONE Way to Becoming Debt Free Faster!

With the rising interest rates, paying down your mortgage and debts may seem like something that will happen far, far, far in the future. That's…
Erica Lee
Erica LeeNovember 30, 2018
FinanceSmart Savings

RRSP continued… Approach with Caution

As promised, I’m here with a few important factors that you should be sure to consider when thinking of investing in a RRSP. As I…
Erica Lee
Erica LeeDecember 18, 2017

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