John D. Haliburton - Director Financial Education & Advisory

05/03/2026

FYI….

A decades-long class action lawsuit in Canada against Sun Life and Met Life has finally reached a settlement.

04/29/2026

Hello Sun Lifers or Alumni
FYI
Susan , Jack Wenaus’s wife passed away last Friday from dementia. 11 months of her being in a home and 4 years he cared for her .

May she RIP

03/24/2026

Download the Gas Buddy app to find cheaper gas. The same company can have four different prices in town. For most of us this is being paid in after tax dollars, it can really add up over a year.

01/30/2026

Well said Kelley !

01/30/2026

Well done Kelley ! Another topic no one talks about.

01/15/2026

Hi Everyone

I had to wait to let people know what I’m up to as I signed a
“ Do not Disclose “ Agreement.

https://www.moneywiseinstitute.com/our-team

It’s been fun working with Kelley Keehn to develope and review a series of Advisory Training Programs on helping High Net Worth Clients. Plus some great client facing seminars

To many Advisors have the tools, but many don’t have the experience with High Net Worrh Clients. I believe the program will help.

Discover the skilled professionals behind Money Wise Institute's success, driving innovation in client strategy, education, digital platforms, and more.

12/10/2025

Good Day Pre-Retired Friends,

10 years ago, I was working 60 hours/week believing I needed to Work Hard, Long, and Smart. I still do…. My Identity was work.

The thought of Retirement was scary. I didn’t know how I would slow down ?

I was recommended to find 3 Jobs I would enjoy doing for free.

One of them that I checked out was becoming a Rules Official with Alberta Golf. I’m glad I did. Great learning about a Hobby with great Support and Comrodery.

If you enjoy Golf, I’d encourage you to check this out.

https://lnkd.in/gU9Nbzhr

https://lnkd.in/gPbGmjYs

https://lnkd.in/grbpMNBN

06/20/2025

In case you haven’t heard, we lost Brenda Turner’s husband, Bill Turner. So sad, way too young.

Our hearts go out to you Brenda.

RIP Bill.

It is with profound sadness that we announce the passing of Bill Turner, who died June 2, 2025, at his home on…

04/23/2025

A great article about our Friend Bill Buryn. Keep up the fight Bill !!

Bill Buryn knows his cancer will kill him one day. After years of chemo treatments and a stem cell transplant, his cancer cells are at a low enough level to say he’s in remission, but it’s only a matter of time before it comes back. “I know it’s coming.

01/13/2025

To all CIBC Alumni, consider joining me on “ Blood Bankers “ in memory of Rod Fossen’s daughter.