Guiding people through their various financial life stages is part of being a financial planner, but as those clients mature and approach retirement, what kinds of specific needs do [ … ]
Financial Services
Why Financial Advisors Should be More Proactive
by Ronda Payne
Into every life a little rain must fall and nine times out of ten, that means there is a financial aspect to the concern or milestone. It happens to [ … ]
Made at Ashton: Mary Ong
Mary Ong has always known that career success doesn’t come easily and requires a lot of hard work and diligence. Working in financial planning involves constant upgrading of one’s [ … ]
Made at Ashton: John Hakkarainen
Making financial decisions can be intimidating for most people, with lots of options to choose from and lack of knowledge of how these choices can impact one’s financial security. [ … ]
Appreciating Ethics in the Insurance Industry
by Ronda Payne
In the past, life insurance agents often got a bad rap. Many times, they were seen as salesmen who only wanted to push their products and didn’t give a [ … ]
Made at Ashton: Nancy Lee
A career in financial services was not something that Nancy has ever thought about while working in the health and pharmaceutical industries for many years. It was her sense [ … ]
Short Finance Courses can Jumpstart Your Career
by Ronda Payne
Many individuals wish they could have a successful career in finance but don’t have a clue where to start. They see themselves working with numbers and making decisions around [ … ]
Make the Most of Your Retirement
by Ronda Payne
Retirement should be a happy time, but for many the approach of the golden years is filled more with fear and stress than any other time. Why? Because with [ … ]
Find The Fit to Meet Your Financial Goals
by Ronda Payne
The whole point of investing money is to have it make more money for you and be available when you need it – whether that future need is to [ … ]
Why Take a Canadian Securities Course (CSC)?
by Ronda Payne
Now, more than ever, the “wait and see” approach doesn’t work when it comes to investing. Everyone works hard for their money and wants it to work equally hard [ … ]
Getting into Investing for the Future – 5 Basics
by Ronda Payne
Investing can be intimidating. We understand. There’s a lot to know, even when your investment desires are simply to create a better future for yourself and your family. Maybe [ … ]
Why Agents Need LLQP Certification
by Ronda Payne
One thing common among most life insurance agents is the sense of fulfillment they get from their job. Sure, the tactical part of the job itself might include finding [ … ]