The Family Financial Guide with Gerald & Hazel

06/27/2026

The Content Mastery BootCamp Greatway Edition with House Creatives PH and the entire team was more than just a content creation training, it was a journey of personal growth.

From Real Talk Darbs and team insights on creating meaningful content to the inspiring sessions of Coach Max Salazar and Coach Russ Juson on mindset, relationships, leadership, and business, I gained valuable lessons that will help me grow both personally and professionally.

I truly believe that the more I invest in becoming a better person, the more value I can bring to my family, my clients, my team, and everyone I have the opportunity to serve. The greatest investment we can make is in ourselves, because our growth allows us to make a greater impact on the lives of others.

Grateful for this experience, the lessons learned, and the journey ahead. Here’s to continuous learning, continuous growth, and serving with purpose. 🚀

05/26/2026

Day 2 of ivari experience, Learning from our MGA Greatway and carrier partners about advisor growth and development, while gaining insights from organizations such as Advocis, CHLIA, and ivari’s Chief Compliance Officer, helps strengthen our understanding of professionalism, ethics, and regulatory expectations within the insurance industry.

These experiences reinforce the importance of maintaining compliance, acting in the client’s best interest, and providing suitable recommendations based on each client’s needs and circumstances. As insurance advisors, continuous learning and adherence to industry standards and FSRA guidelines help us better serve Canadian families with integrity, transparency, and professionalism.

05/14/2026

The Rise Together Team Synergy Conference 2026 sincerely thanks all our guest speakers for sharing your valuable insights and expertise. Your contribution created a positive impact on our advisors and aspiring advisors. We truly appreciate your support and professionalism.

04/11/2026

⚠️ Awareness Post ⚠️

Before considering any financial opportunity, take time to do your own research and verify.

For more information, please refer to the regulator link below.

Ontario Securities Commission

https://www.osc.ca/en/investors/warnings/bg-wealth-group-inc

British Columbia Securities
Commission.

https://www.bcsc.bc.ca/enforcement/early-intervention/investment-caution-list/2026/bg-wealth-sharing-ltd

Alberta Securities Commission

https://www.asc.ca/Enforcement/Investment-Caution-List/b/BG-Wealth-Sharing-Ltd

Stay informed and protect your hard-earned money.

01/21/2026

Your child’s education starts with the choices you make today.

A Registered Education Savings Plan helps families save for post-secondary education while taking advantage of available 🇨🇦government education grants.

Funds can be used for university, college, trade schools & etc.

Start early and give your child more options for their future.

01/14/2026

01/14/2026

Whether you’re planning an RRSP contribution 💼 or considering an RRSP loan, starting early helps you avoid last-minute pressure.
I can help you, without the stress.

Book your RRSP review today.

Simple. Convenient. No line-ups.