Life & Legacy Advisory Group

10/15/2026

AI can feel like an “easy button”, but are we using it to expand our thinking or allowing it to think for us?

In Episode 309 of Success Leaves Clues, Robin Bailey and Al McDonald speak with Karla Congson, Founder and CEO of Agentiiv, about the risk of “cognitive surrender”: gradually handing our judgment over to technology because it’s fast and convenient.

Karla shares a practical, human-led approach to AI adoption:

✅ Start with a meaningful business problem
✅ Identify the workflow that needs to change
✅ Ask better questions and challenge assumptions
✅ Keep people responsible for reviewing the results

The goal isn’t to avoid AI. It’s to use it without giving up the curiosity, expertise, and critical thinking that make its output valuable.

🎧 Catch the full conversation on Success Leaves Clues.
https://starting-with-one-podcast.cohostpodcasting.com

How are you using AI to strengthen, not replace, your thinking?

10/14/2026

A meaningful gift often starts with a personal connection, such as a hospital that supported your family, a community program you value or a cause you want to see thrive.

Making that support part of your financial plan starts with three questions:
• What work do you want to support?
• What amount fits comfortably alongside your other priorities?
• What is the most suitable way to fund your gift?

Whether you give regularly or are considering a larger donation, thoughtful planning can help you understand what your generosity makes possible. Ready to connect your giving priorities with your broader wealth plan? Let’s talk.

https://www.lifeandlegacy.ca/post/charitable-giving-planning-canada

Make charitable giving part of your financial plan. Explore how to choose causes, set a giving amount and fund meaningful donations in Canada.

10/13/2026

Supporting a cause close to your heart is one meaningful way to carry it forward.

When giving matters to you, it deserves a place in your financial plan. Thoughtful planning can help you support others while caring for your own long-term priorities.

Ready to make room for giving? Let’s talk. www.lifeandlegacy.ca

10/13/2026

A shared mission can bring business partners together. Building the company asks much more of them.

It takes honest conversations, complementary strengths, and the willingness to keep learning when the pressure rises.

In Episode 308 of Success Leaves Clues, Robin Bailey and guest co-host Kim sit down with Lindsay Jephcott, Co-Founder at Lume Women + Health, to explore what she has learned about building a business alongside three physician co-founders.

We talk about:
➡️ Discussing personalities, goals, and expectations before starting a company
➡️ Choosing partners whose expertise complements your own
➡️ Making space for regular check-ins as the business evolves
➡️ Navigating rejection without letting ego lead
➡️ Adapting your role as the team grows
➡️ Building something no founder could create alone

“You need to check your ego at the door.”

Lindsay shares why partnership requires ongoing attention, especially when founders are balancing uncertainty, changing responsibilities, and difficult decisions.

What conversation helped strengthen your business partnership?

🎧 Catch the full conversation on Success Leaves Clues.
🔗 Listen here: https://starting-with-one-podcast.cohostpodcasting.com

10/09/2026

Tomorrow, October 10, is World Mental Health Day, a reminder to consider the pressures we carry, including those connected to money.

Financial well-being includes feeling informed about your situation and supported in the decisions ahead. A clear plan can help by giving unanswered questions a place to be addressed and important tasks a process for completion.

Making time to discuss what feels difficult to manage can be a useful first step. Ready to review how your financial plan supports your well-being? Let’s talk. www.lifeandlegacy.ca

10/08/2026

Women’s health belongs in the workplace conversation.

When women struggle to find support for menopause and midlife health concerns, the impact can reach beyond their personal lives into their careers, leadership, and decisions about staying in the workforce.

In Episode 308 of Success Leaves Clues, Robin Bailey and guest co-host Kim sit down with Lindsay Jephcott, Co-Founder at Lume Women + Health, to explore the women’s health gap and why business leaders should pay attention.

We talk about:
➡️ Why menopause deserves a place in employee benefits conversations
➡️ How open discussion is helping challenge stigma around aging
➡️ Why women’s healthcare needs to look beyond reproductive health
➡️ How listening to patients shaped Lume’s approach to care
➡️ Lindsay’s vision for education, research, and broader access

For Lindsay, the goal reaches beyond building a successful company. It includes a future where her daughters and granddaughters can find answers without having to search so hard for them.

What would more intentional support for women’s health look like in your workplace?

🎧 Catch the full conversation on Success Leaves Clues.
🔗 Listen here: https://ow.ly/8cBu50ZVHUg

Clues

10/07/2026

Is your brain full of bills, accounts and financial to-dos? A clear plan and defined responsibilities can lighten the load. Read our short guide and start reclaiming mental space: https://www.lifeandlegacy.ca/post/financial-mental-load-clear-plan

Ready to make the next steps clearer? Let’s talk.

Managing a complex financial life takes time and attention. Clear responsibilities, practical follow-through and a regular planning routine can help reduce the number of financial matters you carry in your head.

10/06/2026

How much potential are we overlooking because it doesn’t fit neatly on a resume?

A newcomer without Canadian experience. A recent graduate looking for a first opportunity. Someone returning to work after raising a family.

Their experience may look different from what a hiring manager expects. Their ability to contribute deserves a closer look.

In Episode 307 of Success Leaves Clues, Sarah Pazzano, Director of People at Jarvis Consulting Group, joins Robin Bailey to discuss how leaders can recognize talent beyond traditional credentials.

We talk about:
➡️ Jarvis’s mission to equalize opportunity and maximize potential
➡️ Why resume-first hiring can miss capable people
➡️ How curiosity, thoughtful questions, and learning from mistakes reveal potential
➡️ The role networking played in Sarah’s own career change
➡️ Why managers need to develop their people
➡️ How giving someone a chance can shape an entire career

Sarah’s own path changed because people saw what she could become before she had all the experience on paper.

Who might be waiting for that same opportunity in your organization?

🎧 Catch the full conversation on Success Leaves Clues.
🔗 Listen here: https://ow.ly/nlAN50ZUMeC

10/05/2026

Managing wealth can involve a surprising amount of work. There are decisions to make, recommendations to follow up on and details to coordinate across your household, business and professional advisors.

A thoughtful financial plan should help you understand which decisions need your attention, who is handling each step and when you will revisit them. That structure can make the ongoing work more manageable.

Your time and attention matter, too. Ready for a financial plan that fits more comfortably into your life? Let’s talk. www.lifeandlegacy.ca

10/02/2026

Building long-term wealth doesn’t always require a big financial move.

Often, it starts with smaller habits: knowing where your money is going, automating savings, gradually increasing contributions and reviewing your plan as life changes.

Small actions, repeated consistently, can add up to meaningful progress.

Our latest blog shares some practical habits that can help keep your finances moving in the right direction.

Read more: https://ow.ly/kFZO50ZTKzO

Long-term wealth is often built through small, repeatable choices. Explore practical habits that can strengthen savings, reduce financial stress and keep your plan moving forward.