Archoris Financial

Some questions get asked too late… 😅

Here are the most common ones people forget:

📂 “Where’s that policy folder?”�⚖️ “What happens if life changes?”�👥 “Who else should be involved?”�❓ “Can I ask this ‘basic’ question?”

Asking early makes life simpler for everyone.

What’s one question you wish you had asked sooner? Comment below 👇

📋 MOJO'S MID-YEAR PERFORMANCE REVIEW

After careful observation of the first half of 2026, Mojo has compiled his findings:

✔ Lots of meetings
✔ Lots of coffee
✔ Plenty of community involvement
✖ Additional treats budget still not approved

Despite repeated requests, management remains unconvinced.

On a more serious note, we're grateful for the opportunities we've had this year to connect with clients, support our community, and continue building meaningful relationships.

Now it's your turn:

💬 How has your first half of 2026 been going so far?

"A critical illness policy gave me something money can’t manufacture on its own: choice."

​In late 2024, Katrina Naguiat-Madarang’s life changed in an instant with a breast cancer diagnosis. Facing surgery, recovery, and the pressure of running a business, Kat had to lean on the exact safety nets she spent her career advocating for.

​In Episode 124 of the Desjardins Discovery Series: Unplugged podcast, Kat shares her powerful story of legacy, survival, and finding strength across three generations—from her grandfather’s roots in the Philippines to her own fight today.
​It’s equal parts raw, real, and inspiring. You won't want to miss this one.

​🎧 Tune in on Spotify: From the Philippines to Cancer Survivor - Katrina Naguiat-Madarang's Story of Legacy and Resilience.

​🔗 Click the link below to listen now!

https://open.spotify.com/episode/1A5ChuNR0gMfTtvLYXdLH5?si=64fYyfMQQG2tfN2LS31aHA

​

Episode 124: From the Philippines to Cancer Survivor - Katrina Naguiat-Madarang's Story of Legacy and Resilience Discovery Series: Unplugged · Episode

Swipe to see the truth behind a client meeting 👀

People think we spend the whole time talking products…

Reality? It’s about life: family, career, priorities, and goals.

The best conversations don’t start with products—they start with people ❤️

What’s one thing people misunderstand about your work? Comment below 👇

Thank you to the Association of Filipino Canadian Accountants (AFCA BC) for having us as speakers at your Spring Professional Development Seminar today!

​It was a privilege to share the stage with Jay Mallari (Cambria Wealth) and Ed Paguirigan, CPA, to discuss the "Ethical Triangle"—and how insurance strategies, wealth management, and corporate tax must coordinate seamlessly to protect business owners.

​In an evolving financial landscape, maintaining total transparency and upholding strict professional standards is more critical than ever.

Thank you to the AFCA BC leadership team and all the members who attended and engaged so deeply.

​Looking forward to continuing these strong, ethical collaborations! 🤝💼

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A huge thank you to everyone who joined us yesterday morning for our seminar, A Plan for Tomorrow.

​It was a pleasure connecting with you all and diving into the critical strategies shaping the future of estate planning, wills, and insurance.

​We extend a special note of gratitude to our guest speaker, Eryn Jackson of Richards Buell Sutton LLP. Her invaluable insights and expertise truly elevated the conversation.

​Thank you for investing your time with us—we look forward to welcoming you to more educational events soon.

Today, we’re celebrating Winch — and the leadership, care, and steady guidance he brings to both our team and our clients.

Wishing you another year of growth, meaningful work, and continued impact.

Happy Birthday, Winch! 💙

Wildfire season is approaching in BC -- and while no one likes thinking about emergency preparation, a few small steps now can make stressful situations easier later.

Keeping important documents, contact information and insurance details accessible can help bring a little more clarity when things feel uncertain.

(And as Lucy reminds us... trying to remember where the policy is DURING the stressful moment is probably not ideal. 😅)

If you've been meaning to review things, we're always open to a conversation.

Today, we celebrate the moms, grandmothers, stepmoms and mother figures whose care, strength and guidance shape so much of what matters most.

Wishing you a beautiful and restful Mother's Day. 💙

There are certain financial tasks people tend to delay -- not because they aren't important, but because life gets busy.

Reviews, updates, paperwork, planning conversations... they often get pushed further down the list over time.

That's also why revisiting things periodically can be helpful -- even when no major changes are being made.