Ashlar Assurances & Services Financiers Inc.

10/20/2026

10/11/2026

🍁 Happy Thanksgiving from all of us at Ashlar!

This Thanksgiving, we’re taking a moment to appreciate what truly matters: family, friends, good health, and the relationships that enrich our lives.

To our valued clients, partners, and community, thank you for your continued trust and support. We’re truly grateful to be part of your journey.

Wishing you and your loved ones a wonderful Thanksgiving filled with happiness, gratitude, and cherished moments.

The Ashlar Team 🍂

10/07/2026

A look back at an incredible evening at 40 Westt. 🎥

Last week, we had the pleasure of bringing together clients, friends and partners for A Conversation on Tax-Efficient Wealth—an evening focused on good food, great conversations, new connections and, of course, financial education.

We explored different perspectives on critical illness protection, taxation, tax-efficient investment strategies and how thoughtful financial planning can help business owners and families better protect, structure and eventually access the wealth they’ve worked hard to build.

A huge thank you to Francis and Jeremy from Dynamic Funds for sharing their knowledge, and most importantly, thank you to all of our clients and guests who joined us and made the evening what it was.

At Ashlar, we believe financial advice should go beyond products and numbers. It should be about education, relationships and helping people make better-informed decisions about their future.

Here’s a little recap of the evening. We’re already looking forward to the next one!
RetirementPlanning TaxPlanning ClientAppreciation

09/25/2026

An evening of great company, beautiful scenery, and generosity. 🍇🥂

Ashlar Assurance & Services Financiers Inc. was honoured to participate as a first-time sponsor of BMO Sip, Savour & Support, benefiting West Island Community Shares / Partage-Action / West Island Community Shares de l’Ouest-de-l’Île at the beautiful Vignoble Souffle de Vie

After hearing about the event, I reached out to Meagan Somerville to see how we could get involved. Despite our last-minute request, she and her team made it happen and welcomed us on board. Thank you for making room for us and for putting together such a memorable evening!

The event raised over $100,000, an incredible achievement supporting local community organizations and the people who depend on them. We’re grateful to have played a small part in that collective effort.

We look forward to growing our relationship with West Island Community Shares, supporting future events, and increasing our contributions to the community.

And on a personal note… I’m officially a Chardonnay lover! 🥂

09/23/2026

Last week, I had the privilege of attending Sun Life’s learning retreat at the Fairmont in beautiful Charlevoix, Quebec.

Spending time with highly respected advisors and advisory firm presidents was both inspiring and humbling. We exchanged ideas and strategies around a shared priority: serving our clients better, helping them understand their options, and providing advice and solutions that reflect their individual situations and goals.

Experiences like this remind me why continuous learning matters. Every conversation offers a new perspective and an opportunity to bring something valuable back to the people who trust us with their financial futures.

I was also grateful to reconnect with old colleagues, make new connections, and discover a part of Quebec I had never visited before. The scenic drive, breathtaking views, and a round of golf on a beautiful course made the experience even more memorable.

Thank you to Sun Life and everyone who made this retreat so meaningful. I came home grateful, inspired, and motivated to put what I learned into practice for my clients.

09/09/2026

I married my best friend and now the real planning begins. 💍❤️

Last night, my wife Julia and I sat down to organize our finances as a married couple: joint accounts, investments, budgeting, credit cards and our future goals.

I pulled out the financial plan I originally created for us when we got engaged and gave ourselves a full annual review. Using the same planning process and templates I share with my clients, we listed our recurring expenses, calculated our combined monthly net income and created a clear picture of everything coming in and going out.

And yes, I volunteered to be the team captain of our household finances, but every good team needs to build its game plan together!

By the end of the evening, we had an updated budget, a clearer direction and a shared understanding of what we need to do next to accomplish our financial goals as husband and wife.

It was also a great reminder that financial planning isn’t something I simply recommend to my clients, it’s something I practise in my own life. Going through the process ourselves reinforced just how valuable it is to have a clear plan, revisit it regularly and make financial decisions together.

That’s the power of planning, perspective and good advice.

09/03/2026

I’m getting married! 💍

Our office will be closed from September 4 through September 8.

We’ll be back at work on September 9, ready to reconnect and continue serving our amazing clients! 🤩

Thank you for your all the kind wishes, truly appreciate them!

08/27/2026

What a great night at West island Community Shares / Partage-Action de l’Ouest-de-l’Île - Cocktail en Blanc at the Beaconsfield Golf Club.

Nearly 300 people came together and $133,227 was raised to support more than 40 organizations right here in the West Island. Pretty incredible.

A special shoutout to the MC of the evening, Mr. Frank Dias, whose speech somehow convinced me to get a little too involved in the silent auction… I ended up coming home a three-time winner 😂

Although, technically, my fiancée 💍❤️ was the real winner because every single thing I won went straight to her.

Great night, great people and an even better cause. Congrats to everyone at Partage-Action for putting it all together!

08/26/2026

No health insurance through work? You may have more options than you think. 👀

If you’re self-employed, don’t have access to group benefits, or recently left a job, personal health insurance can help cover expenses such as:

💊 Prescription drugs
🦷 Dental care
👓 Vision care
🏃 Physiotherapy & other health services

And if you recently lost your group benefits, you may have up to 60 days to apply for certain personal coverage without answering medical questions.

There may also be tax advantages associated with qualifying health insurance premiums, depending on your situation. Always consult your accountant or tax professional for tax advice.

Want to know what coverage is available to you?

📩 DM me “HEALTH” and we’ll take a look at your options.

08/10/2026

🏎️ Hudson, we’ll see you this Saturday!

Ashlar Insurance & Financial Services Inc. is proud to sponsor this year’s Hudson Auto Show in support of Shriners Children’s Hospital.

Great cars. Live music. A great cause. And a perfect reason to spend Saturday in Hudson.

📅 Saturday, August 15
⏰ 9 AM – 5 PM
📍 St. Thomas Park, Hudson

I’ll see you there!