Christine Leskun

Planning for retirement? It’s crucial to manage potential risks to ensure a stable and secure future. At TriscendNP, we specialize in creating robust retirement plans that safeguard your future. Discover how we address longevity, market volatility and other challenges to help you retire with peace of mind. Learn more about our approach in blog on managing retirement risks. https://brnw.ch/21wKRy9

3

When helping our clients plan for a successful retirement, our approach is comprised of three principles: #1: Safety First. Protect your assets at all times. #2: RRR. Achieve a reasonable rate of return over time. #3: Keep it Simple. Planning for retirement should not be complicated. Want to learn more about how we can reduce your worries when planning for retirement? Read on here 👉 https://loom.ly/sIqC4iw

1

Mandatory disclosure requirements 😬 😬 😬 Run through scenarios with our partners at Definity to understand RIBO requirements and compliance in our latest eLearning course. https://bit.ly/47hlZJV #OntarioBrokers #Insurance #Education #eLearning

17

Ever wonder what to expect from your retirement investments? Our Pension & Group Retirement Specialist, Ryan McMurray, hits the nail on the head! It's all about balancing risk and return to maximize your chances of a secure and happy retirement. Selectpath's group plans help you navigate this key concept. #Selectpath #RetirementPlanning #FinancialLiteracy #LondonOntario #Sarnia #Oakville #Windsor #Halifax #SaintJohn #InvestmentStrategy #RetirementGoals #FinancialSecurity

34

A well-diversified portfolio is better positioned to capitalize on market upswings and provide protection during market downturns. This is where alternative asset classes play a crucial role. Discover the latest financial health of defined benefit pension plans in Canada as measured by the Mercer Pension Health Pulse (MPHP). https://bit.ly/3NnbLii #investing #pensions #retirement

22

Your retirement plan may be at risk... but with a few thoughtfully developed strategies the Canadian Retiree can safeguard their retirement from these pitfalls. In this week's episode of Retiring Canada Podcast Michael will discuss two retirement risks you probably don’t think about and ways to mitigate these risks! #retirementplanning #fundamentalwealth #retirementpodcast #retiringcanada #financialpodcast 

1

Fill in the blank: What are the two main objectives for a solid retirement plan? Leave your answer in the comments! 🌟Get the critical insights you need. Download your complimentary copy of The Pursuit of Retirement by Shawn Bellefeuille, CFP, CLU, CHS, EPC, MFA-P, to learn the foundation of a successful plan and take control of your financial future! 💼 https://lnkd.in/gVRrm3Ay #RetirementPlanning #PersonalFinance #FinancialSuccess #RetirementStrategy

3

You’re an intentional Advisor, you do great work, but you’re struggling to scale your practice, or you wish you could accelerate the speed of scale for your business! If that sounds like you, then this session might be your catalyst for increasing your influence, accelerating your growth, and attracting your ideal audience.

31

1 Comment

Coverage that suits you AND your clients? That's where Sandbox comes in. We make it easy and delightfully simple to get insurance in Alberta, Saskatchewan, and Manitoba. 🚶✨

14

Amidst a backdrop of volatility, the overall financial health of Canadian defined benefit (DB) plans slightly improved over Q3 2024. See the latest Mercer Pension Health Pulse (MPHP) to learn more about what this means for defined benefit plan sponsors: https://bit.ly/3BsyR47 #pensions #retirement #investing

2

This quarter underscores the volatility Canadian DB pension plans face. Canadian DB pension plans should ensure they have robust risk management practices in place. Learn more from the Mercer Pension Health Pulse (MPHP): https://bit.ly/3ByQorn #investing #pensions #retirement

7

Is your organization making appropriate decisions in the insurance marketplace? Hard markets have dramatically increased the differential between market and technical rating factors. How could this impact your organization and what strategic decisions should be considered? What strategic opportunities will exist when the market begins to moderate and become more balanced? Join the FEI Edmonton Chapter Lunch Event, as guest speaker Daniel Carter, SVP & National Leader, AON Global Risk Consulting, demonstrates the benefit of applying risk-based pricing factors to improve situational awareness and negotiations for insurance buyers through actuarial methodologies. In addition, modern analytical approaches for the Transition Performance Index (insurers’ ESG modelling), climate risk assessments, and NEW captive formations domiciled in Alberta will be discussed. Date: Tuesday, May 21st, 2024 Time: 11:30 to 1:30 PM Location: Royal Glenora Club, 11160 River Valley Rd NW Edmonton AB Register now: https://lnkd.in/gHDnhD8q 🏆 Earn 1 CPD credit by attending 2024 is a great year to become a member of the FEI Edmonton Chapter – the host city of the 2024 FEI Canada National Conference, June 5-7th. It opens the door to networking events, speaker series, and more. For program details and to register: https://lnkd.in/gBPSUrv #feicanada #aon #dataanalytics #insurance #riskcapital #finance #thoughtleadership #professionaldevelopment #networking #seniorfinancialexecutives #yegevents #yegbusiness #cfo #cpa #cfa

10

People want financial advisors. Financial advisors want to help more people. We've found that making the experience of finding an advisor easy and intuitive leads to better outcomes for both the client and the advisor. Part of the experience is helping people find key information on a specific advisor - this is where the Advisor Profile comes in. Advisors or marketing teams can quickly create advisor profiles, have compliance review them, and then publish them live. Thus making it super easy for people to find what they're looking for! As an advisor, first impressions online matter... and you only have one opportunity to set the tone. Find out how AdvisorFinder can help you by sending us a message.

1

Frustrated by the same old benefit complaints? It's time for a change! Our customized group insurance packages are designed to keep your employees beaming and your business booming. Take the first step to happiness. Request a proposal now #UndertheCanopy #HassleFreeInsurance #CanopyCares #EmployeeBenefits

1

Hey there, age is just a number when it comes to securing your future! At SFM, we're more than happy to help you determine whether whole or term life insurance aligns best with your goals. Safeguard your assets and start living with peace of mind today! 👍 Learn more: https://bit.ly/3mHKbzE #lifeinsurance #insurancetips #protectyourassets

2

📢 November Newsletter: Reporting Taxable Benefits Correctly   💡 Reporting Taxable Benefits Correctly Taxable benefits, like employer-paid premiums for life insurance or critical illness insurance, can quickly get complicated—especially with 50-50 plans or long-term disability coverage.   Mistakes in reporting could trigger a Canada Revenue Agency (CRA) audit, leaving you or your payroll provider responsible for errors.   Be proactive to minimize risks.   Learn more in our latest newsletter: https://lnkd.in/eVa7_9PP

2

In this Benefits Canada article, Eckler’s Janice Holman shares insights on some of the retirement savings options available to temporary gig workers so they too can have a successful retirement. 2024 CAP Suppliers Report: How can employers, pension industry support retirement needs of gig workers? (https://lnkd.in/ewqMRdfS) #RetirementSavings #FinancialSecurity #RetirementPlanning

9