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...
by Bruce Sellery | Sep 28, 2022 | Podcasts, Specific Segments
We talk to the CEO of eQuo, Barry Hillier, about how their platform of connecting small business with investors and capital works and how their aim is help small businesses grow. Find out more at equoshift.com and connect on Twitter, Instagram and...
by Bruce Sellery | Sep 28, 2022 | Podcasts, Specific Segments
Amy D’Aprix, founder and chief executive of Life Transitions, joins us to share her tips for keeping your marriage together during retirement. Find out more at dramy.life and connect on Facebook, Twitter and LinkedIn.
by Bruce Sellery | Sep 28, 2022 | Podcasts, Specific Segments
We have Claire Tansey, the creator of Claire Tansey’s Kitchen, join us to share her tips on how you can save money when grocery shopping. Connect with Claire Tansey’s Kitchen on Facebook. Check out Claire on clairetansey.com and connect on Twitter and...
by Bruce Sellery | Sep 28, 2022 | Podcasts, Specific Segments
One of the most important parts of the will is the settlement. We talk to the director of Estate Solution for ClearEstate, Sara Hillier, about how the settlement services part works in their estate planning. Find out more at ClearEstate and connect on Facebook,...
by Bruce Sellery | Sep 28, 2022 | Podcasts, Specific Segments
The way people work has changed. If you are looking to become a ‘digital nomad’ we have Nora Dunn, financial expert at NerdWallet, join us to take us through the financial ins and outs to become one. Check out NerdWallet on Twitter, Instagram and Facebook. Connect...
