Propel Insurance and Advisory Inc.

Farming families need more help with preparing for the next generation to takeover the farm and for their own retirement planning! I had a successful presentation to farming families in Red Deer County on succession and continuity planning. I will be happy if I helped one family open up discussion and bridge conflicts or barriers using the tools I provided.

Enjoying the day having good conversations about overall wellness and learning about what resources are available in our community to share with my clients.

What does trust mean to you? An interesting question to ask around your family dinner table.

Family businesses need to redefine what it means to employees, family members and stakeholders. It’s a new era given changes in ESG and standards set for full disclosure.

As family enterprise advisors, we can help facilitate the discussion.

Family Business Survey 2023—Canadian insights Now is the time for Canada's enterprising families to secure their legacy by reinforcing their hard-earned trust premium.

Do you want a fun night out talking about money and planning your goals and dreams together? If anyone is interested in attending one of my "Money Talk For Couples" seminars please message me here. I am holding one in November based on demand. Don't worry, I make it fun and light hearted.

Wondering how much term life insurance would cost you? Try our term life insurance calculator and get a price estimate instantly: https://ia.ca/life-insurance-calculator
Let me know if you would like to talk about it :)

Arguing about money? You’re not alone. A financial planner may be just as helpful as a Counsellor in some cases since money is one of the biggest causes of anxiety or even separation among married couples.

If you’re married or living common law, then you should be doing these three things to improve your relationship.

1. Meet together with your financial planner at least twice per year.

2. Have a date night and talk about your personal goals and dreams.

3. Prioritize your spending so everyone gets what they need to be happy.

Contact us. We do financial consulting for families.

Arguments About Money Aren't About Money Arguments about money aren’t about money. They are about our dreams, our fears and more and are the main cause of conflict in marriage.

https://www.linkedin.com/posts/susan-brown-clu%C2%AE-fea-cfp%C2%AE-rrc%C2%AE-cim%C2%AE-9969001a_money-talk-for-couples-activity-6970809693006966785-9wzv?utm_source=share&utm_medium=member_desktop

Susan Brown CLU®,FEA, CFP®, RRC®,CIM® on LinkedIn: Money Talk for Couples! Did you ever think discussing finances together could be fun? Well, with the right setting and the right people it can be! ...

Chartered Life Underwriter was issued by The Institute for Advanced Financial Education (IAFE) to Susan Brown. The Chartered Life Underwriter (CLU®) credential has been widely recognized for more than 90 years as a superior mark of excellence in the financial services industry. CLU credential holders are regarded as elite financial planning professionals who raise the bar in developing effective solutions f...

If you don't have a group benefits plan setup this may be the time. It's one way to attract and retain good employees.
Call us to find out more or leave a comment.

Thrive in a Pandemic: Delivering More Value to your Employees with Group Benefits If you own your own business, you know how important your employees are in keeping your business running effectively. Watch this video to learn more about employee benefits, how they can help keep your employees healthy and engaged, and enhance their wellbeing.

My latest linked in around health and money. Have a read if you are feeling stressed.

The Hamster Wheel Effect- Financial Planning and Your Health According to the Heart and Stroke Foundation, nine in ten Canadians have at least one risk factor for stroke or heart disease. But most interestingly, almost 80% of premature stroke and heart disease can be prevented through healthy habits.

Federal Budget 2021 - Small Business Technology Incentives

The budget is very extensive this year and many of the highlights may get missed. Of key note to me ,are the initiatives to support women, youth and small businesses. I will post a few lesser known initiatives that you may not be aware of over the next few weeks.

I will start with the small and medium size business initiatives around technology. I think we can all agree that this is a must have coming out of this pandemic.

"Budget 2021 proposes to provide $2.6 billion on a cash basis over four years, starting in 2021-22, to the Business Development Bank of Canada to help small and medium-sized businesses finance technology adoption." See the link below for more details.

https://www.budget.gc.ca/2021/report-rapport/p2-en.html