What They Don’t Tell You brings you real conversations that real people have behind closed doors. Because wealth management is more than “just investing”, clients and experts sit down together to talk about these topics that go beyond the numbers and that are usually left out from traditional financial conversations.
Indigenous communities: Investing for an equitable future
Little is known about the multi-generational losses Indigenous communities have faced, the prevention of wealth creation that resulted, and how government settlements are an attempt at reconciliation. In this episode, our Indigenous Services team discusses the background of these settlements, and the complexity of managing the money to rebuild today and set up future generations.
31 May 2021
Family Foundation vs Direct-to-Charity Giving
Donor-advised funds are one of the best kept secrets in the not-for-profit sector. In this episode of What They Don’t Tell You, we explore Canada Gives, a charitable organization that helps philanthropists establish tax-smart, high-impact foundations with the valuable insight of a financial advisor.
28 Apr 2021
Women & Wealth, The Road to Representation
In this episode of What They Don’t Tell You, advisors Bernadette Churchill, Ann Bawden, Anne Wildfong, and Samuel Chinniah discuss the ways women have been oppressed when it comes to finances, how the industry is missing the mark on inclusivity, and why it is so important for women to participate in their wealth creation.
24 Feb 2021
Senior Care is More Than Medical Care
Whether it’s for yourself or a loved one, senior care is a matter that affects everyone. COVID-19 may have changed how we view our senior care options, but the fundamental knowledge to make the right decision hasn’t changed. In this episode, we discuss the misconceptions surrounding these services, the various care options available to make aging comfortable and safe, and the anticipated costs to consider.
30 Dec 2020
Planning for an Uncertain Future, Part 2
In the second part of our episode on planning for an uncertain future, our CEO Matt Evans and client, business owner Terry Tanasiuk, bring to light the value of long-term thinking, their strategic priorities for the future and how, as business owners and executives, they practice self-care.
25 Nov 2020
Planning For An Uncertain Future, Part 1
In this new episode of our financial podcast series, our President & CEO Matt Evans along with one of our clients Terry Tanasiuk, President of Krawford Construction, discusses the challenges of navigating a pandemic from their own experiences, the lessons learned and how they are planning for the year ahead.
30 Sept 2020
Travel Insurance
Welcome to fall and snowbird season. Normally our clients would be preparing to fly south during this time, and what may be surprising is that some still are. In this episode we'll discuss the ins and outs of travel insurance highlighting what you need to know during COVID-19.
26 Aug 2020
No Simple Estate
In this episode we delve deeper into the complexities of choosing the right executor. From family fights in the board room to the risks surrounding right of survivorship, Trust Lawyer Jamie Kidd shares some of his personal experiences to help guide your decision.
29 Jul 2020
Preventing a Business Succession Crash
Did you know that 60% of business owners want to transition in the next 5 years, yet 80% of them don't have a plan? In this episode we uncover the value of starting the succession process sooner rather than later. Business advisor Gregg Becker walks you through the various steps on how to avoid crashing your exist strategy, and how to secure a successful future for yourself and the next generation of your business.
24 Jun 2020
Estate Planning is a Gift
In this episode, we discuss estate planning, an uncomfortable topic that many would rather avoid but is crucial in planning for your future, regardless of the stage of life you find yourself in. Lawyer Ailsa McGurk shares what they don’t tell you about the practical realities of estate planning: from preparing for the difficult conversations, to navigating holographic wills and will kits, and choosing an executor.
26 Feb 2020
Business Succession Is Not Just A Transaction
In this episode, we bring to light what they don't tell you about the complex reality of business successions. From family conflicts to awkward conversations and even fistfights, business mentor, Gregg Becker, opens up about what actually goes on behind the scenes of business succession and offers advice to make your transition a successful one.
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