Smart Investments & Insurance

Happy Kwanzaa to all those celebrating!

ID: Yellow, green, and light pink graphics border the outside of a cheerful orange background. Pale text reads: "HAPPY KWANZAA! The 7 Principles of Kwanzaa / Umoja (unity) / Kujichagulia (self-determination) / Ujima (collective work) / Ujamaa (cooperative economics) / Nia (purpose) / Kuumba (creativity)
Imani (faith) / Kwanzaa is celebrated from December 26 to January 1 every year. Each day of the celebration emphasizes one principle." Centered at the bottom is our handle:

Honoured to be a finalist for this 'Excellence in Equity' Business award, alongside these other organizations🤩

What an honour to be named a Finalist for the North Vancouver Chamber’s Business Excellence in Equity Award! 🌟

We’re proud to stand alongside two other incredible North Shore organizations who are also championing equity and inclusion in their workplaces.

A heartfelt thank-you to our nominator, to the North Vancouver Chamber, and to Impact North Shore for sponsoring this award.

We look forward to celebrating with all the finalists and winners later this month — and extend our congratulations to every organization nominated across all categories! 💙

When's the time to consider estate planning? In our latest article, learn about 8 key life moments when it makes sense to discuss / review your estate plan with your financial advisor.

https://www.linkedin.com/pulse/key-life-moments-consider-estate-planning-kelsey-smart-laa9f

ID: Against a green background, text: 'KEY LIFE MOMENTS TO CONSIDER ESTATE PLANNING' and our handle, . In the bottom right corner is a whimsical illustration of a succulent.