Life & Legacy Advisory Group

09/02/2026

Insurance can serve several different purposes within a financial plan.

Disability insurance, critical illness insurance, life insurance and employer benefits each play a different role. Understanding the purpose of each can help you see how your coverage works together to support your family, finances and future plans.

If you're wondering how your coverage fits into your broader financial plan, let’s talk. www.lifeandlegacy.ca

09/01/2026

Want more from your next meeting with a financial planner? Start with the right questions. Our latest blog breaks down three practical prompts to help you connect your finances to your goals and get clear next steps.

Read more: https://wix.to/Xvy3vd7

A good financial-planning conversation starts with the right questions. These three practical prompts can help you connect your finances to your goals and get more from your next meeting

08/31/2026

A productive conversation with a financial planner doesn't have to begin with a stack of documents. All you need is a clear sense of what matters to you.

Before your next meeting, consider bringing these three questions:
❓What do I want my money to support now and in the future?
❓What feels unclear, out of balance or overdue for attention?
❓What would meaningful progress look like over the next year?

Those questions give the numbers a purpose and can help connect day-to-day decisions with the life, family, business and legacy you are building.

A financial plan should do more than organize accounts. It should help you see your priorities clearly and decide what comes next. www.lifeandlegacy.ca

08/28/2026

Financial control begins with clarity.

That may mean knowing where your money is going, having a reserve for the unexpected, understanding what each account is meant to do or being clear about your next financial decision.
Start by asking: What feels uncertain right now?

Naming it can make the next step easier to see, and a thoughtful plan can help turn that step into steady progress.

What would greater financial clarity make possible for you?

08/27/2026

Is this hard, or is it harmful?

It is a simple question, but knowing the difference can change how we lead, work, and move through adversity.

In Episode 305 of Success Leaves Clues, Alison Simpson reflects on completing 65 marathons and ultramarathons, including a 250-kilometre race across the Sahara Desert, and the lessons those experiences carried into her leadership career.

She learned to distinguish between discomfort asking her to slow down and pain telling her to stop.

In business, that same distinction becomes:

Is this a problem, or is this a crisis?

We talk about:

➡️ Why difficult and dangerous require different responses
➡️ How preparation creates a competitive advantage
➡️ What endurance sports can teach us about leadership
➡️ Why ego can keep us moving long after wisdom says stop
➡️ How to build the resilience to navigate transformation
➡️ Why some of the greatest wins happen long before anyone sees them

“The race is won or lost long before I hop on the plane.”

Success may be recognized in the spotlight, but it is usually built quietly, through preparation, repetition, humility, and the courage to listen when the lesson changes.

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

08/26/2026

When did you last review your life insurance beneficiaries?

Life changes, but beneficiary designations don’t change with them automatically.

A marriage, separation, new child, loss in the family or updated estate plan can all be good reasons to take another look. A brief review can help confirm that your policy still reflects your wishes and supports the people and priorities you intend.

Our latest article explains what to check and why this small planning task matters. Read it here: https://www.lifeandlegacy.ca/post/insurance-beneficiaries-when-did-you-last-check

A beneficiary review is a small financial task with an important purpose: making sure your life insurance still supports the people and priorities you intend.

08/25/2026

Ego can look like strong leadership, until everyone else stops speaking.

When a leader needs to be the smartest person in the room, honest feedback disappears. People stop challenging ideas, psychological safety begins to erode, and staying quiet starts to feel safer than contributing.

In Episode 304 of Success Leaves Clues, Christine Vigna, Chief People Officer at Dejero, explores the critical difference between confidence and ego in leadership.

We talk about:
➡️ Why confidence creates space for other people
➡️ How ego quietly becomes embedded in company culture
➡️ Why leadership behaviour is always being watched
➡️ What happens when employees no longer feel safe speaking up
➡️ How the best ideas can come from anyone in the organization

“Confidence helps us create space for other people to contribute. Ego is needing to be the smartest person in the room.”

The best leaders do not consume all the oxygen. They create the conditions for better ideas, braver conversations, and stronger people to emerge.

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

08/24/2026

Saving for retirement can feel difficult when today’s costs are already competing for every dollar.

The answer isn’t always a dramatic cutback. It may begin with a contribution you can sustain, an automatic transfer on payday or a small increase when a debt is repaid or your income changes.

Progress still counts when it happens gradually. A retirement plan should make room for the life you’re living now while helping you continue moving toward the future.

Would a contribution plan built around your real cash flow make retirement saving feel more manageable? Let’s talk. www.lifeandlegacy.ca

08/21/2026

Making progress starts with understanding what you owe, what it costs and how each payment fits alongside your other priorities. From there, you can choose a repayment approach that is realistic enough to maintain. A thoughtful plan should leave room for today’s needs while helping you move toward tomorrow’s goals.

If debt, saving and retirement are competing for the same dollars, we can help you decide what to prioritize. www.lifeandlegacy.ca

08/20/2026

Great leaders do not need to have every answer.

When every decision flows upward, even the most capable leader becomes a bottleneck. Employees stop trusting their own judgment, managers carry problems that were never theirs to solve, and talented people never get the opportunity to use the skills they were hired for.

In Episode 304 of Success Leaves Clues, Christine Vigna, Chief People Officer at Dejero, shares how developing leaders into better coaches transformed the way her organization operates.

We talk about:

➡️ Why leaders should coach instead of immediately solving
➡️ How employee autonomy improves business performance
➡️ Why coaching creates more confident decision-makers
➡️ How Dejero achieved exceptional employee retention
➡️ Why performance challenges should never come as a surprise

“A coach doesn’t solve your problems. Coaching is there to help you solve your problems.”

A powerful reminder that leadership is not about carrying everyone’s suitcase. It is about helping people organize what is inside and giving them the confidence to carry it forward.

🎧 Catch the full conversation on Success Leaves Clues: https://ow.ly/zFOk50ZBH5L