How Canada Works

About How Canada Works

Each episode we talk to an expert who knows way more than we do. Want to know why food prices are so expensive, or if you really need to scrub out the recycling before putting it in the bin - so do I! I use my resources, and my resources resources to ask all the questions that we need to know to live our best Canadian life.

Publisher

Adrian Blake and Trevor miller

Category

business

Language

en

Explicit

No

First episode

19 Jun 2024

Latest episode

5 Dec 2024

Latest episodes

13 episodes in the feed.

1. 

   5 Dec 2024

   Trump’s Second Term: Strategies for Investors with Sylvanna Asia, Portfolio Manager at Harbourfront Wealth Management

   Sylvanna Asia, Portfolio Manager at Harbourfront Wealth Management, provides actionable insights into navigating market volatility and positioning portfolios for long-term success under Trump's economic policies.

2. 

   21 Nov 2024

   Why Retirement Is the Perfect Time to Start Something New, with Lisa Drew Award-winning Radio News Anchor/Radio News Professor/Flower Farmer

   Award-winning radio journalist Lisa Drew shares her inspiring story of transitioning from radio to flower farming, proving it's never too late to pursue a new passion and find success.

3. 

   7 Nov 2024

   Transforming Life Insurance into a Strategic Wealth-Building Tool, with Keslo Beggs Financial Planning and Relationship Management Specialist

   Kelso Beggs, a financial planning and relationship management specialist, reveals how life insurance can serve as a strategic wealth-building tool through tax efficiency, asset diversification, and legacy planning.

4. 

   24 Oct 2024

   Republicans vs. Democrats: Who’s Better for Your Money?

   In this episode, we explore the relationship between U.S. presidential elections and market performance, tackling the common question: Does the political party in power really impact your investments? Many clients and investors express concerns about how the market will react depending on who wins, but we dive into the data and show that it’s not so much who’s elected, but rather the uncertainty leading up to elections that causes the most market volatility. While both Republican and Democratic presidencies have had different levels of market success, the overall takeaway is that long-term investing tends to outperform any attempts to time the market based on political events. We also discuss how businesses, which drive market performance, care more about economic stability than which party is in power. Interestingly, markets tend to do better when Congress is divided, as it provides more stability and less drastic policy changes. The main takeaway we want you to have is this: rather than getting caught up in the short-term noise of politics, it’s more beneficial to stay focused on your long-term investment goals and reduce volatility where possible. Whether it's a presidential election or another major event, staying the course in the market tends to deliver better outcomes in the long run. Connect with our Hosts: Adrian’s LinkedIn (https://ca.linkedin.com/in/adrianblake1): https://ca.linkedin.com/in/adrianblake1 Trevor’s LinkedIn (https://ca.linkedin.com/in/millerwealthmanagement): https://ca.linkedin.com/in/millerwealthmanagement Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ (https://www.cherryhillprivatewealth.ca/)https://www.harbourfrontwealth.com (http://www.harbourfrontwealth.com/) Timestamps: 00:00 – Introduction: Overview of the episode topic and comparing market performance under Republican vs. Democratic presidencies. 02:06 – Market volatility and elections: Discussion on how elections cause anxiety and market volatility, and how clients react to political uncertainty. 04:42 – The VIX index and uncertainty: Exploring the spike in market volatility leading up to elections and how markets calm after the results are known. 06:04 – The real influence on markets: The importance of election outcomes rather than which party or president is in power, and how historical market data reflects this. 09:03 – Timing the market vs. time in the market: Discussion on the dangers of trying to time the market based on political outcomes and the power of compounding over time. 12:26 – Business resilience vs. politics: How major companies like Apple and Nvidia are less impacted by politics and more by overall economic conditions. 14:23 – Compounding and volatility management: The critical role of compounding in investment growth and strategies to reduce volatility during uncertain periods. 18:14 – Final takeaways: Avoid letting political events drive investment decisions; focus on long-term goals and reduce volatility where possible. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here. (https://www.cherryhillprivatewealth.ca/contact)

5. 

   10 Oct 2024

   How the Wealthy Protect Their Legacy: Estate Planning Secrets with Andrea Love President & Chief Executive Officer at Legacy Private Trust

   In this episode, Trevor and Adrian sit down with Andrea Love, CEO of Legacy Private Trust, Canada's longest-standing family-owned private trust company. Andrea brings her extensive experience in estate planning and administration to discuss the complexities of being an executor and the vital role professional trustees play in helping families navigate the process. She highlights the misconceptions around estate administration, often glamorized in media, and emphasizes the reality that closing an estate typically takes about two years and involves managing 160 different tasks. Andrea also touches on the emotional and logistical burdens that executors face, especially during a time of grief, making the case for outsourcing these responsibilities to professionals. Throughout the conversation, Andrea dives into the importance of planning ahead, including creating a will and naming executors while encouraging open communication with family members to avoid surprises after death. She explains how corporate trustees like Legacy Private Trust can help simplify the process, ensure proper administration, and reduce family conflict. From navigating the legal system and managing digital assets to dealing with beneficiaries' expectations, Andrea’s insights shed light on the often-overlooked challenges of estate planning and the peace of mind that comes from professional support. Connect with our Hosts: Adrian’sLinkedIn (https://ca.linkedin.com/in/adrianblake1): https://ca.linkedin.com/in/adrianblake1 Trevor’sLinkedIn (https://ca.linkedin.com/in/millerwealthmanagement): https://ca.linkedin.com/in/millerwealthmanagement Connect with our guest: https://www.linkedin.com/in/andrealove42/?originalSubdomain=ca (https://www.linkedin.com/in/andrealove42/?originalSubdomain=ca) Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ (https://www.cherryhillprivatewealth.ca/)https://www.harbourfrontwealth.com (http://www.harbourfrontwealth.com/) Timestamps: 00:00 – Introduction to Andrea Love, CEO of Legacy Private Trust, and a preview of the estate planning discussion. 00:17 – Andrea explains the misconceptions about estate administration, highlighting the two-year process and the 160 tasks involved. 01:16 – Introduction of Andrea's role at Legacy Private Trust and the value of professional trustees in reducing family burden. 05:01 – The pros and cons of naming a family member as executor versus hiring a corporate trustee. 06:22 – Challenges executors face, such as emotional burden, logistical issues, and dealing with tax filings. 10:39 – The importance of planning early and ensuring executors are well-prepared and supported. 17:17 – The complexities of managing digital assets and other personal details in estate administration. 22:47 – Common pitfalls in estate planning, including naming out-of-province executors or overlooking special needs trusts. 27:30 – Andrea discusses the increasing trend of beneficiaries seeking compensation for acting as executors. 33:06 – Conflict resolution between trustees and beneficiaries, and how proper communication can help. 44:46 – Closing thoughts on the importance of having a will and involving professionals early in the planning process. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here. (https://www.cherryhillprivatewealth.ca/contact) We'd love to hear from you.

6. 

   26 Sept 2024

   How Investors Can Still Profit in a High-Rate Market with Tania Labonte Mortgage Broker at Designer Mortgages Inc

   Tania Labonte is a licensed mortgage broker based in Burlington, Ontario, working with Designer Mortgages Inc. She has a wealth of experience in the industry, leveraging her background in accounting, which spans over 12 years, to offer clients comprehensive financial advice in mortgage lending, taxation, and general finance. As part of Verico Designer Mortgages, Tania works with a wide range of lenders, including major banks, credit unions, and private lenders, ensuring that she can match her clients with the best possible mortgage solutions tailored to their unique financial situations. Tania prides herself on her ability to assist both first-time home buyers and seasoned property investors. Her expertise spans across the A, B, and private lending sectors, offering clients flexibility and options that aren't typically available at traditional banks. She emphasizes the importance of understanding not just the rates but the features and flexibility of each mortgage product, helping clients navigate life changes and potential penalties if they need to break their mortgage early. Connect with our Hosts: Adrian’sLinkedIn (https://ca.linkedin.com/in/adrianblake1):https://ca.linkedin.com/in/adrianblake1Trevor’s LinkedIn (https://ca.linkedin.com/in/millerwealthmanagement):https://ca.linkedin.com/in/millerwealthmanagement Connect with our guest: https://www.mortgageweb.ca/Tania (https://www.mortgageweb.ca/Tania) Michelle’s LinkedIn:https://www.linkedin.com/in/michelle-broughton-stevens-b9753b61/?originalSubdomain=ca (https://www.linkedin.com/in/michelle-broughton-stevens-b9753b61/?originalSubdomain=ca) Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ (https://www.cherryhillprivatewealth.ca/)https://www.harbourfrontwealth.com (http://www.harbourfrontwealth.com/) Timestamps: 00:00 - Introduction 00:35 - Impact of Declining Rates 02:06 - New Mortgage Rules Overview 03:34 - $1M to $1.5M Insured Mortgage Limit Increase 05:11 - Rising Home Prices Impact 07:07 - Self-Employed Buyers Entering the Market 09:11 - Renewing Mortgages and Refinancing Options 11:46 - Distressed Sellers and Market Opportunities 13:18 - Investor Activity with Rising Interest Rates 15:01 - Defaults and Mortgage Challenges 18:16 - Mortgage Penalties and Cost Analysis 21:02 - Rate Wars and Competition Among Lenders 24:14 - Importance of Flexibility in Mortgage Terms 26:08 - Bank Strategies and Rate Sharpening 30:11 - Timing Mortgage Moves and Rate Locking 33:07 - Predictions for Future Rate Cuts 36:24 - Current Opportunities in the Housing Market 39:13 - Closing Thoughts and Wrap-up Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here. (https://www.cherryhillprivatewealth.ca/contact) We'd love to hear from you.

7. 

   12 Sept 2024

   Optimizing Your Health: Simple Nutrition Tips for Longevity, with Michelle Broughton, Registered Dietitian

   In this episode of How Canada Works, we had the pleasure of speaking with Michelle, a registered dietitian from Ontario and assistant professor at the Northern Ontario School of Medicine. Michelle brought a wealth of knowledge on nutrition, with a focus on healthy aging, managing diabetes, and navigating the complex world of modern diets. We dove deep into topics like the use of Ozempic for weight loss, the potential downsides of fad diets, and the importance of keeping muscle mass as we get older. Michelle’s insights into how these trends can lead to problems like sarcopenia and nutrient deficiencies were eye-opening, and she provided practical tips on how to balance weight loss with long-term health. One of the biggest takeaways from our conversation was the emphasis Michelle placed on the role of protein in maintaining health, particularly for older adults. She challenged a lot of misconceptions about diet trends and broke down how small changes, like getting enough protein at breakfast, can make a big impact. We also touched on how to eat well without breaking the bank, especially in today’s economy, and the importance of making every meal count. Michelle’s advice was practical and easy to apply, making this episode a must-listen for anyone looking to improve their health, especially as they get older. Connect with our Hosts: Adrian’s LinkedIn (https://ca.linkedin.com/in/adrianblake1): https://ca.linkedin.com/in/adrianblake1 Trevor’s LinkedIn (https://ca.linkedin.com/in/millerwealthmanagement): https://ca.linkedin.com/in/millerwealthmanagement Connect with our guest: Michelle’s LinkedIn: https://www.linkedin.com/in/michelle-broughton-stevens-b9753b61/?originalSubdomain=ca (https://www.linkedin.com/in/michelle-broughton-stevens-b9753b61/?originalSubdomain=ca) Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ (https://www.cherryhillprivatewealth.ca/)https://www.harbourfrontwealth.com (http://www.harbourfrontwealth.com/) Timestamps: 00:00 02:00 – Michelle discusses her background as a registered dietitian and her work with clients, including her focus on healthy aging and muscle preservation. 05:25 – The conversation shifts to the role of protein in our diets, especially in maintaining muscle mass as we age. 10:09 – Michelle explains the importance of balancing weight loss with long-term health goals and highlights the dangers of focusing too much on BMI. 18:34 – Discussion on intermittent fasting and how it impacts muscle mass, hunger, and the body’s circadian rhythm. 28:00 – Michelle explains how weight loss strategies, including Ozempic, can impact quality of life, emphasizing the importance of meeting nutritional needs. 35:09 – Michelle shares how our nutritional needs change as we age and offers insights on making every meal count with nutrient-dense food. 37:00 – Discussion on the rising cost of food and how to eat healthily on a budget, including tips on using plant-based proteins. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here. (https://www.cherryhillprivatewealth.ca/contact) We'd love to hear from you.

8. 

   29 Aug 2024

   Everything You Need To Know About Bitcoin & Crypto Investing, with Greg Taylor, Chief Investment Officer and Portfolio Manager at Purpose Investments

   In this episode, we’re joined by Greg Taylor, Chief Investment Officer and Portfolio Manager at Purpose Investments. Greg shares his extensive knowledge on Bitcoin and cryptocurrencies, breaking down complex concepts into understandable insights. We dive into the fundamentals of Bitcoin, explore how Spot ETFs work and their benefits for investors, especially those nearing retirement, and discuss the importance of due diligence and regulatory oversight in the crypto space. Whether you’re considering adding Bitcoin to your retirement portfolio or simply want to understand the current landscape of cryptocurrencies, this episode provides essential information and guidance. Join us as we unravel the world of crypto with Greg's expert perspective. Connect with our Hosts: Adrian’s LinkedIn (https://ca.linkedin.com/in/adrianblake1) Trevor’s (https://ca.linkedin.com/in/millerwealthmanagement)LinkedIn (https://ca.linkedin.com/in/millerwealthmanagement) Connect with out guest: https://www.linkedin.com/in/greg-taylor-79603b1b/?originalSubdomain=ca (https://www.linkedin.com/in/greg-taylor-79603b1b/?originalSubdomain=ca)https://www.purposeinvest.com/ (https://www.purposeinvest.com/) Timestamps: 00:00:00 – Introduction to the Episode 00:01:20 – Introducing Greg: Cryptocurrency Expert 00:02:15 – Basic Explanation of Bitcoin 00:05:30 – Spot ETFs vs. Traditional ETFs 00:09:00 – Advantages of Spot ETFs for Investors Nearing Retirement 00:14:20 – Addressing Risks: Due Diligence and Regulatory Oversight 00:19:00 – How Spot ETFs Enhance Investment Safety 00:22:30 – Integrating Bitcoin into Retirement Planning 00:25:00 – Recommended Resources for Further Learning 00:26:15 – Closing Thoughts and Future Developments 00:27:24 – Discussion on the Current State of Bitcoin and Crypto 00:29:00 – Final Reflections on Cryptocurrency's Maturation 00:30:00 – Wrap-Up and ThanksWe'd love to hear from you. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here. (https://www.cherryhillprivatewealth.ca/contact)

9. 

   15 Aug 2024

   The Truth About Age Discrimination in the Workplace, with Brian Gottheil Director of Training and Transformation at Bernardi Human Resource Law LLP

   In this episode, we welcome Brian Gottheil, Director of Training and Transformation at Bernardi Human Resource Law LLP, who brings a wealth of knowledge on employment law and human resources. Brian delves into the nuances of wrongful dismissal and termination, offering practical advice on handling performance issues with fairness and consistency. He underscores the importance of not letting age-related biases affect how older employees are managed, advocating for equitable treatment and careful performance management across all age groups. As the workforce evolves and retirement timelines shift, Brian explores the challenges faced by older workers and the need for employers to update their practices accordingly. He discusses the significance of avoiding unconscious age discrimination in hiring processes and the value of leveraging the extensive experience that older employees bring to the table. This episode provides insightful strategies for creating an inclusive work environment and managing employees with respect and fairness, regardless of their age. Connect with our Hosts: Adrian’s LinkedIn: https://ca.linkedin.com/in/adrianblake1 Trevor’s LinkedIn: https://ca.linkedin.com/in/millerwealthmanagement Connect with out guest: Brian’s LinkedIn: https://ca.linkedin.com/in/brian-gottheil-10b07649 Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ https://www.harbourfrontwealth.com Timestamps: 00:00 00:18 – Shift to the Brian’s introduction and background. 01:40 – Discussion on employment law and recent changes. 03:15 – Focus on wrongful dismissal and termination issues. 05:45 – Talk about employee rights and legal protections. 08:22 – Shift to discussing specific cases and examples. 11:10 – Transition to topics related to employer obligations and best practices. 14:30 – Introduction of the topic on performance management. 17:55 – Discussion on age-related issues in the workplace. 21:12 – Focus on managing older employees and biases. 24:38 – Conversation about retirement and the aging workforce. 28:05 – Shift to discussing technology adoption by older workers. 32:45 – Transition to hiring practices and age discrimination. 37:20 – Focus on unconscious bias in hiring decisions. 42:12 – Shift to wrapping up the conversation and final thoughts. We'd love to hear from you. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here.https://www.cherryhillprivatewealth.ca/contact

10. 

    1 Aug 2024

    Home Insurance in a Natural Disaster Era with Sam Pietras.

    In this episode of How Canada Works, we sit down with Sam Pietras, an experienced insurance broker who brings a wealth of knowledge to the table. Sam delves into the nuances of insurance policies, clarifying why claims might be denied and highlighting the importance of understanding your policy's coverage and exclusions. With a background in navigating complex insurance landscapes, Sam provides practical advice on how to review your policy effectively, address common exclusions like faulty workmanship, and ensure you’re adequately protected against unexpected events. As we conclude our conversation, Sam offers valuable tips for managing your insurance coverage, especially amidst the recent rise in natural disasters such as floods and wildfires. She underscores the importance of staying informed about your policy and being proactive in reviewing it periodically. Whether you're reassessing your current insurance or seeking to better understand your coverage, this episode of How Canada Works provides expert insights to help you make informed decisions and safeguard your assets. Connect with our Hosts: Adrian’s LinkedIn (https://ca.linkedin.com/in/adrianblake1) Trevor’s LinkedIn (https://ca.linkedin.com/in/millerwealthmanagement) Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ (https://www.cherryhillprivatewealth.ca/) https://www.harbourfrontwealth.com (http://www.harbourfrontwealth.com/) Timestamps: 00:0000:55 - Welcome Back! 02:35 - The Main Role of an Insurance Broker 07:50 - How Insurance Coverage Has Evolved Over Time 14:53 - The Process of Claiming Your Insurance Coverage 18:40 - Does Home Insurance Cover Big-Ticket Items? 22:15 - How Home Insurance Works for Natural Disasters 28:20 - Brokers vs. Adjusters: What’s the Difference? 32:15 - How to Ensure You Get Your Money Back While Reconstructing an Affected House 36:11 - Clearing the Bad Stigma on Life Insurance 40:30 - Why It’s Important to Know Your Insurance Policy 42:30 - How Often Should You Update Your Insurance Policy? 45:15 - Wrapping Up 49:55 - Final Thoughts We'd love to hear from you. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here. (https://www.cherryhillprivatewealth.ca/contact)

11. 

    18 Jul 2024

    Strategies for Senior Fitness Success, with Raymond Lambert Health & Fitness Consultant

    Welcome to How Canada Works! In this episode, we explore holistic wellness and fitness with Raymond Lambert, a dedicated fitness trainer specializing in working with older adults. Based in Oakville, Ontario, Raymond's approach emphasizes tailored fitness routines and nutritional guidance to enhance the health and well-being of his clients. He shares practical insights on how mindset, nutrition, sleep, and exercise intersect to support overall vitality, making it clear that age is not a barrier to achieving fitness goals. Whether you're looking to start a fitness journey later in life or seeking sustainable health strategies, Raymond's expertise offers valuable inspiration and actionable advice for listeners of all ages. Connect with our Hosts: Adrian’s LinkedIn (https://ca.linkedin.com/in/adrianblake1)Trevor’s LinkedIn (https://ca.linkedin.com/in/millerwealthmanagement) Connect with our Guest: Raymond’s LinkedIn (https://www.linkedin.com/in/raymond-lambert-75b52767/) Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ (https://www.cherryhillprivatewealth.ca/) https://www.harbourfrontwealth.com (http://www.harbourfrontwealth.com/) Timestamps: 00:00 01:02 - Introduction of Guest, Raymond Lambert 02:17 - Raymond’s Approach to Fitness and Wellness 06:30 - Challenges and Common Issues in Fitness 10:45 - Importance of Mindset in Fitness 14:15 - Raymond’s Journey in Fitness 18:02 - Practical Tips for Better Sleep 22:35 - Nutrition and Healthy Eating 27:08 - Exercise Routines and Motivation 31:22 - Overcoming Fitness Plateaus 35:31 - Personal Experiences with Fitness 40:56 - Virtual and In-Person Training Options 46:48 - Closing Thoughts and Farewell We'd love to hear from you. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here. (https://www.cherryhillprivatewealth.ca/contact)

12. 

    4 Jul 2024

    Why Financial Advisors Leave Big Financial Institutions, with Ashley Morais Investment Advisor (Mutual Fund Restricted) at Harbourfront Wealth Management

    Welcome to the second episode of How Canada Works! Our guest today is Ashley Morais, who has had a rich career as a Financial Advisor at several institutions such as TD and RBC Wealth Management. We’re excited to welcome her to the Cherry Hill Private Wealth - Harbourfront Wealth Management team. With Ashley, we discuss her career trajectory, what deterred her from continuing to work at big financial institutions, why she chose Harbourfront Wealth Management as her new home, client loyalty, the differences between having your wealth managed by a large institution versus a small one, and much more! Tune in. Connect with our Hosts: Adrian’s LinkedIn (https://ca.linkedin.com/in/adrianblake1) Trevor’s LinkedIn (https://ca.linkedin.com/in/millerwealthmanagement) Connect with our Guest: Ashley’s LinkedIn (https://www.linkedin.com/in/ashley-morais-cfp-a737a8114/) Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ (https://www.cherryhillprivatewealth.ca/)https://www.harbourfrontwealth.com (http://www.harbourfrontwealth.com/) Timestamps: 00:35 - Introducing Ashley and her impressive journey in the financial industry. 01:27 - Why Ashley Chose Harbourfront 04:52 - Discussing client reactions to Ashley's transition and their loyalty to her. 05:37 - Transitioning to Harbourfront 06:56 - Exploring the deep trust Ashley has built with her clients over the years. 08:32 - Benefits of Moving to Harbourfront 11:27 - Ashley addresses common client concerns about moving to a smaller institution. 12:45 - Ensuring clients their investments remain stable and secure during the transition. 14:02 - Ashley explains the additional investment opportunities now available to her clients. 16:20 - Client Reactions to More Choices 18:15 - Addressing concerns about the safety of clients' money at Harbourfront. 19:48 - Discussing the role of National Bank Independent Network as a custodian. 21:34 - Diverse Investment Options 23:45 - Client Commitment to Moving Over to Harbourfront. 24:26 - Clients Bringing Investments 'In Kind' 25:20 - Continuity in Client Relationships 26:02 - Addressing Concerns About Harbourfront 27:32 - Custodian Assurance 28:39 - Options for GICs and Cash Investments 29:59 - Client Stories and Feedback 30:59 - Wrapping Up Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. ⁠Book a consultation call here.⁠ (https://www.cherryhillprivatewealth.ca/contact) We'd love to hear from you.

13. 

    19 Jun 2024

    Breaking Travel Planning Stereotypes, with Jill Fost Owner of Custom Adventures Inc.

    Welcome to the inaugural episode of How Canada Works! Our first guest is the incredible Jill Fost, Owner of Custom Adventures Inc. Jill has been immersed in the travel industry since 2001, dedicating her career to curating adventurous experiences for her clients. In 2017, she established Custom Adventures Inc. with the mission to craft personalized adventures beyond the realm of mass-market tourism. Join us in this episode as we delve into Jill’s innovative approach to travel planning, navigating destination selection, overcoming post-COVID travel challenges, debunking age-related misconceptions in travel decisions, and much more. Tune in—you won’t want to miss out on this enlightening conversation! Connect with our Hosts: Adrian’s LinkedIn (https://ca.linkedin.com/in/adrianblake1) Trevor’s LinkedIn (https://ca.linkedin.com/in/millerwealthmanagement) Connect with our Guest: Jill’s LinkedIn (https://www.linkedin.com/in/jill-fost-40777899/) Custom Adventure’s Website (https://customadventures.ca/) Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ (https://www.cherryhillprivatewealth.ca/) https://www.harbourfrontwealth.com (http://www.harbourfrontwealth.com/) Timestamps: 00:38 - Welcome to our first episode! 00:47 - Introducing today’s guest, Jill Fost 02:22 - Jill’s unique approach to travel planning 04:50 - What is Custom Travel Planning? 06:20 - How to select a country to travel to! 08:35 - Is Custom Traveling expensive? 10:50 - Post-Covid Traveling 14:00 - Bucket List Destinations 15:57 - Traveling North America 18:40 - Avoid this when traveling 19:45 - Age doesn’t matter for having an adventure! 21:10 - Jill’s top destinations 25:50 - Jill’s nightmare travel stories 30:26 - Jill’s top cycling destinations 31:20 - Thank you for coming, Jill 32:00 - Wrapping Up We'd love to hear from you. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here. (https://www.cherryhillprivatewealth.ca/contact)

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