Terasa is studying for her Chartered Life Underwriting (CLU) designation now, and that means remembering a lot of different formulas and definitions. So, as she’s training and going through
Though financial advice provided by artificial intelligence (AI) continues to gain popularity, emotional interactions remain valuable in setting human advisors apart. A recent MDRT survey found that 74.7% of
Many of us have, at some point in life, been intimidated by our finances and concerned about how to manage them. Stephanie Kotsopoulos is an associate at Basis Wealth
Stephanie shares her wealth of experience in helping her clients achieve their financial goals with Kristina Belyea, the Host of HBA Canada: Conversations & Connections. Stephanie provides insights on
Priorities have certainly changed over the pandemic. According to the Bank of Canada, “Canadians are less prepared for retirement because of COVID-19”. For many, now is a time to
At Basis Wealth we create financial plans using our clients’ unique goals. These goals change over time and are constantly updated as life and family situations change. Implementing the
Our clients are people looking for guidance in growing their wealth while protecting what is important to them. The clients who choose us want to follow a plan, and
People should ask themselves this question: If my advisor won the lottery, would they still show up for work the next day? Why does this matter? It’s a question
Our clients give me something very special, and it’s an honour to be part of their lives and witness and support them achieving their goals, both personally and financially.