SHifT Succession Conversation with Rod Burylo

SHifT Succession Conversation with Rod Burylo

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. Rod Burylo, associate portfolio manager with Equate Asset Management Inc. in Calgary, runs continuing education...
SHifT Succession Conversation with Rod Burylo

Great Conversations Happen Here

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. Disclaimer: Please note that the information provided, while authoritative, is not guaranteed for accuracy and...
Lessons from “away”

Lessons from “away”

Whether in your own back yard, across the province, across the country, or across the pond, there are so many lessons to be learned from travelling, mixing, mingling and having conversations with others. ·      My country ·      Your country ·      Our country ·     ...
Succession Planning for Advisors

Succession Planning for Advisors

When considering an exit plan, it is important to remember the journey. The ups and downs. The perseverance and tenacity to be leaders amongst your peers. These stats may resonate: ·      20% of new businesses don’t survive their first year. ·      30% of these will...