Portfolio Clinic

10/08/2025

Is leveraging your life insurance policy right for you?

Discover how leveraging a life insurance policy can enhance your financial flexibility - see if it’s right for you.

07/25/2025

Life Insurance for the Modern Freelancer: Protecting Millennials in the Gig Economy

Discover how to build a flexible insurance strategy that grows with your freelance career; read the full article now for expert insights.

07/09/2025

Have you considered Life Insurance as an asset class?

Discover how life insurance can be a powerful tool in wealth preservation and estate planning-read this article to learn how it fits into your financial strategy and protects your legacy.

05/29/2023

Check out my new website! Many helpful articles and tools for both Investments & Insurance!

Learn how to protect your family, prepare for retirement, and build a legacy for your children.

12/17/2021

If you have to travel abroad, verify the terms, conditions, limitations, exclusions and requirements of your insurance policy before you leave Canada. Travel advisories and COVID can greatly affect your policy coverage.

04/30/2021

Proudly doing business through PPI Management Inc, I’m happy to announce that for 2020 I qualified as an Advantage Advisor. That honour Was given to approximately 200 out of 5,000 qualifying advisors.

10/07/2020

Day 2 of our annual PPI Solutions Symposium. Lots of great takeaways to enrich my clients experience.

PPI elevates independent financial advisors to the next level. Supporting you with market leading expertise and technology, we empower you to build the best solutions for your clients.

03/20/2020

An update on the markets and some very useful links for these trying times.

02/25/2020

Insights into recent market activity

After an extended period of calm, the last couple of weeks have seen market volatility increase and on Monday, February 24, equity markets sold off around the globe due to heightened concern about the Wuhan coronavirus (now officially known as COVID-19). While reports in recent weeks have been posit...

02/25/2020

Insights into recent market action

After an extended period of calm, the last couple of weeks have seen market volatility increase and on Monday, February 24, equity markets sold off around the globe due to heightened concern about the Wuhan coronavirus (now officially known as COVID-19). While reports in recent weeks have been posit...

08/05/2019

How to protect your personal data online. http://www.connieparsons.com/blog/how-protect-your-personal-data-online

11/07/2018

Informative Presentation on the Complexities of the Executors Responsibilities. Please comment below if you would like a copy of Manulife’s Executor Checklist.