by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
Parents look at life insurance is a way to protect their families financially but there is another wealth transfer strategy parents can consider is getting “whole life insurance policy” on their adult child as a way to save tax. This is called cascading insurance....
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
We talk to Stephanie Dean, manager of financial literacy at RBC Family Office Services, about what is a “family office” and how they support families that have a high net-worth with managing money, financial literacy and education.
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
We talk to Nicole McLaren, founder and CEO of Raven Reads and the Founder and Chair of the Indigenous Women’s Business Network, about the recent session of SOAR Digital Gathering of Indigenous Entrepreneurs and how they looked at how to reframe money as “medicine”....
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
We talk to Walid Hejazi, an Associate Professor of Economic Analysis and Policy and the Academic Director of Executive Programs at the Rotman School of Management, about the relevance of “halal” when it comes to banking and finance for the more than one million...
by Bruce Sellery | Oct 4, 2022 | Full Episodes, Podcasts
Buying a whole life insurance policy on your adult child. Estate planning and insurance expert Michael Dutra tells us about cascading life insurance and its benefits. Then, a look at halal financing options in Canada. Rotman School of Management professor Walid Hejazi...
