Life & Legacy Advisory Group

09/07/2026

This Labour Day, we recognize the effort, skill and commitment people bring to their work.

But remember, your career supports more than a paycheque. It creates opportunities to care for your family, build financial security, prepare for retirement and pursue the goals that matter to you.

As your work evolves, your financial strategy can evolve with it. A new role, promotion, business milestone or career transition may change how much you can save, where you direct your money and which priorities deserve attention.

Life & Legacy can help you connect what you earn today with the future you are working toward. www.lifeandlegacy.ca

09/04/2026

Giving to causes you care about can be about much more than making a donation.

With thoughtful planning, charitable giving can become part of your broader financial and estate strategy, allowing you to support organizations that matter to you while considering how and when you give.

The right approach depends on what you want your wealth to accomplish, both today and in the future. If charitable giving is important to you, we can help you explore how to make it part of your overall financial plan. www.lifeandlegacy.ca

09/02/2026

Insurance can serve several different purposes within a financial plan.

Disability insurance, critical illness insurance, life insurance and employer benefits each play a different role. Understanding the purpose of each can help you see how your coverage works together to support your family, finances and future plans.

If you're wondering how your coverage fits into your broader financial plan, let’s talk. www.lifeandlegacy.ca

09/01/2026

Want more from your next meeting with a financial planner? Start with the right questions. Our latest blog breaks down three practical prompts to help you connect your finances to your goals and get clear next steps.

Read more: https://wix.to/Xvy3vd7

A good financial-planning conversation starts with the right questions. These three practical prompts can help you connect your finances to your goals and get more from your next meeting

08/31/2026

A productive conversation with a financial planner doesn't have to begin with a stack of documents. All you need is a clear sense of what matters to you.

Before your next meeting, consider bringing these three questions:
❓What do I want my money to support now and in the future?
❓What feels unclear, out of balance or overdue for attention?
❓What would meaningful progress look like over the next year?

Those questions give the numbers a purpose and can help connect day-to-day decisions with the life, family, business and legacy you are building.

A financial plan should do more than organize accounts. It should help you see your priorities clearly and decide what comes next. www.lifeandlegacy.ca

08/28/2026

Financial control begins with clarity.

That may mean knowing where your money is going, having a reserve for the unexpected, understanding what each account is meant to do or being clear about your next financial decision.
Start by asking: What feels uncertain right now?

Naming it can make the next step easier to see, and a thoughtful plan can help turn that step into steady progress.

What would greater financial clarity make possible for you?

08/27/2026

Is this hard, or is it harmful?

It is a simple question, but knowing the difference can change how we lead, work, and move through adversity.

In Episode 305 of Success Leaves Clues, Alison Simpson reflects on completing 65 marathons and ultramarathons, including a 250-kilometre race across the Sahara Desert, and the lessons those experiences carried into her leadership career.

She learned to distinguish between discomfort asking her to slow down and pain telling her to stop.

In business, that same distinction becomes:

Is this a problem, or is this a crisis?

We talk about:

➡️ Why difficult and dangerous require different responses
➡️ How preparation creates a competitive advantage
➡️ What endurance sports can teach us about leadership
➡️ Why ego can keep us moving long after wisdom says stop
➡️ How to build the resilience to navigate transformation
➡️ Why some of the greatest wins happen long before anyone sees them

“The race is won or lost long before I hop on the plane.”

Success may be recognized in the spotlight, but it is usually built quietly, through preparation, repetition, humility, and the courage to listen when the lesson changes.

🎧 Catch the full conversation on Success Leaves Clues.
🔗 Listen here: https://starting-with-one-podcast.cohostpodcasting.com

08/26/2026

When did you last review your life insurance beneficiaries?

Life changes, but beneficiary designations don’t change with them automatically.

A marriage, separation, new child, loss in the family or updated estate plan can all be good reasons to take another look. A brief review can help confirm that your policy still reflects your wishes and supports the people and priorities you intend.

Our latest article explains what to check and why this small planning task matters. Read it here: https://www.lifeandlegacy.ca/post/insurance-beneficiaries-when-did-you-last-check

A beneficiary review is a small financial task with an important purpose: making sure your life insurance still supports the people and priorities you intend.

08/25/2026

Ego can look like strong leadership, until everyone else stops speaking.

When a leader needs to be the smartest person in the room, honest feedback disappears. People stop challenging ideas, psychological safety begins to erode, and staying quiet starts to feel safer than contributing.

In Episode 304 of Success Leaves Clues, Christine Vigna, Chief People Officer at Dejero, explores the critical difference between confidence and ego in leadership.

We talk about:
➡️ Why confidence creates space for other people
➡️ How ego quietly becomes embedded in company culture
➡️ Why leadership behaviour is always being watched
➡️ What happens when employees no longer feel safe speaking up
➡️ How the best ideas can come from anyone in the organization

“Confidence helps us create space for other people to contribute. Ego is needing to be the smartest person in the room.”

The best leaders do not consume all the oxygen. They create the conditions for better ideas, braver conversations, and stronger people to emerge.

🎧 Catch the full conversation on Success Leaves Clues: https://starting-with-one-podcast.cohostpodcasting.com

08/24/2026

Saving for retirement can feel difficult when today’s costs are already competing for every dollar.

The answer isn’t always a dramatic cutback. It may begin with a contribution you can sustain, an automatic transfer on payday or a small increase when a debt is repaid or your income changes.

Progress still counts when it happens gradually. A retirement plan should make room for the life you’re living now while helping you continue moving toward the future.

Would a contribution plan built around your real cash flow make retirement saving feel more manageable? Let’s talk. www.lifeandlegacy.ca