What are non-financial assets?
The world of non-financial assets demands careful navigation. Buying or selling such assets often involves intricate processes, specialized knowledge, and potentially significant transaction costs.
Market and Investment Insights
Leaving a Legacy – My Par Gift
One of CrossPoint Financials’ core values is generosity. We hope to live that value out corporately, personally and to encourage our clients to consider the same.
Delivering Service Excellence to Aging Clients & Families
Jennifer Moir, Age Well Solutions and Brent Vandermeer, CrossPoint Financial | iA Private Wealth, discuss some important topics such as longevity planning, encouraging conversations with family members in advance, the five stages of caregiving and more.
Q1-23 Quarterly Review
Brent Vandermeer gives a brief market and portfolio update in this short video, where he talks about what happened in 2022 and where we might be headed next regarding the economy and markets.
Insurance & Legacy Planning
What’s less widely known is that you can purchase an insurance policy on yourself to leave a legacy. This is an option for individuals who want to support a charitable organization
Insurance – The Basics
Insurance can get complicated, so let’s just look at the basics. There are two types of life insurance, ‘term’ and ‘permanent.’