How to Lead Your Accountant, Financial Advisor & Insurance Agent

If YOU’re not Leading YOUR financial conversations, Someone else is.

In times of economic uncertainty across Canada, clarity becomes your greatest asset.

Fluctuating interest rates, inflation, housing uncertainty, and constant market headlines have left many Canadians feeling unsure about their financial direction. In moments like these, simply having an accountant, financial advisor or insurance agent isn’t enough—you need to know how to lead the conversation.

This complimentary Calgary-based session is designed to help you gain clarity, confidence, and control over your financial planning decisions—so you’re not just reacting to market changes, but responding with purpose.

You’ll learn:

• How to confidently lead conversations with your advisor/ agent
• What questions to ask in today’s Canadian economic environment
• Whether you simply hold accounts—or have a strategy aligned with your long-term goals
• Key principles to consider for building and protecting wealth in Canada
• Why financial growth is not just about money, but about how you think and decide, especially during uncertainty

This session is not about selling products or predicting markets.
It’s about clarity, awareness, and empowerment.

Because in uncertain times, Canadians who understand the rules of money don’t panic—they plan.

Join this complimentary session in Calgary to elevate your financial understanding, strengthen your mindset, and move forward with confidence—no matter what the economy is doing.

👉 It’s not about money. It’s about the way you think about it.

Complimentary Coffee and snacks will be onsite.

Know what’s Happening Next — before everyone else does.

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