Addressing the top 5% of life insurance professionals

August 29, 2022

Elli Schochet, CFP, our Managing Partner, recently gave an address on succession planning to the annual gathering of the top 5% of all life insurance professionals. Elli was the third of our partners given this honour following David Wm Brown in 2011 and Al G. Brown in 1985.

Wealth Without Borders: Planning for Canadian Families with U.S. Connections — Part One: Insurance Planning

October 31, 2025

By Elli Shochet, CFP This two-part series explores the challenges and solutions faced by Canadian families with U.S. connections. Part One examines insurance planning strategies that can help protect assets,

A Burden-Free Wealth Transfer Is Both Technically Sound and Emotionally Aware

September 2, 2025

By Elli Shochet, CFP Even in close-knit families, differing expectations can lead to estate disputes and grief manifesting in unpredictable ways. A decision that once felt technically straightforward can suddenly

Addressing the top 5% of life insurance professionals

August 29, 2022

Elli Schochet, CFP, our Managing Partner, recently gave an address on succession planning to the annual gathering of the top 5% of all life insurance professionals. Elli was the third

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