by Brent Vandermeer | May 31, 2023 | Estate Planning
One of CrossPoint Financials’ core values is generosity. We hope to live that value out corporately, personally and to encourage our clients to consider the same. How we use our resources (time and money) expresses this value, and today we want to share one way that...
by Brent Vandermeer | Apr 14, 2022 | Estate Planning
Brent continues the creative discussion with long-time friend, Colin White, Portfolio Manager, WLWP Wealth Planners – iA Private Wealth, co-hosting the WLWP Wealth Planners weekly Podcast, Barenaked Money. In Part 1, they began discussing inter-generational wealth...
by Brent Vandermeer | Apr 11, 2022 | Estate Planning, Market Commentary
Brent Vandermeer joined long-time friend, Colin White, Portfolio Manager, WLWP Wealth Planners – iA Private Wealth, to co-host WLWP Wealth Planners weekly Podcast, Barenaked Money. Colin & Brent do a deep dive into the subject of estate planning. In Part 1, ...
by Brent Vandermeer | May 21, 2021 | Estate Planning
A book to assist with Estate Planning in the Living Years A key topic we focus on when you discuss your estate planning at CrossPoint is aging and what your plans are. Marc G. Séguin, MBA has written a book to help with planning for the living years, we highly...
