Midweek Momentum

Annual Insurance Audit for High-Net-Worth Canadians: How to Spot Gaps in Your Coverage

Annual Insurance Audit for High-Net-Worth Canadians: How to Spot Gaps in Your Coverage

East Coast Coaching
Published on: 13/01/2026

Annual insurance audit for HNW Canadians. Help clients spot coverage gaps across life, disability, CI, key person, buy-sell, and high-value assets, with advisor-led best practices.

RIAfinancial advisorinvestment advisoryinsurance planningadvanced planningwealth managementfamily officehigh-net-worth insurance canadaannual insurance auditlife insurance portfolio reviewdisability insurance planningbuy-sell agreement insurance Canada
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New Year Bookkeeping Checklist for Canadian Small Business Owners: How to Get Tax Ready in January

New Year Bookkeeping Checklist for Canadian Small Business Owners: How to Get Tax Ready in January

East Coast Coaching
Published on: 06/01/2026

New Year bookkeeping checklist for Canadian small business owners and those on their financial management team. A guide to tax readiness, CRA compliance, deductions, and cash planning in NB and NS.

RIAfinancial advisorinvestment advisoryeast coast coachingstrategic coachingCanadian tax planningCRA compliancebookkeeping checklistNova Scotia small business taxNew Brunswick small business tax
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Reflecting on 2025: Financial Trends, Market Lessons, and Momentum for 2026

Reflecting on 2025: Financial Trends, Market Lessons, and Momentum for 2026

East Coast Coaching
Published on: 30/12/2025

Reflect on 2025’s key financial trends and learn how advisors can leverage market lessons, client behavior shifts, and strategic planning insights to build momentum and stronger practices heading into 2026.

RIAfinancial advisorinvestment advisorystrategic coachingeast coast coachingwealth management trendsadvisor practice management2025 market outlookclient behaviour insightsyear end financial planning
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Holiday Reflections: Generosity, Gifting, and Building a Family Legacy in 2025

Holiday Reflections: Generosity, Gifting, and Building a Family Legacy in 2025

East Coast Coaching
Published on: 23/12/2025

Discover how Canadian families can give wisely during the holidays through strategic gifting, philanthropy, and legacy planning. Learn how advisors can guide clients with clarity, confidence, and long-term strategy.

east coast coachingstrategic coachingyear end planningRIAfinancial advisorinvestment advisory2025market recapgiftingcharitable giftingphilanthropyfinancial strategyholiday
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