Tag Archives: Aria Benefits

Starting with One: Ep. 17 – Special Edition – Understanding the Changing Covid-19 Landscape with Ian Ash



Ian Ash, co-founder of market research agency DIG Insights, is back with Robin and Al to discuss new attitudes and growing optimism as we move slowly through the phases of the Covid crisis. DIG’s ongoing research delves deep into consumer behaviours and experiences while providing insights across a variety of categories such as financial hardships, mental health, personal health, retail landscape, government & the economy.

 

 


Starting with One: Ep.16 – The Importance of drafting a Will with Suzanna Winsborough



Estate lawyer Suzanna Winsborough, Partner at KMB Law, joins Al & Robin to explain why the creation of a will is such an important element in any individual estate plan. Learn how a will can be used to direct your assets in complex situations and why choosing a capable estate trustee is a key factor in managing the scope of your assets.

 


Starting with One: Ep. 15 – The Insurance Planning Continuum Part 2 with Stephanie Stewart



When it comes down to it, it’s all about the tax! Stephanie Stewart, Advanced Case Consultant at Canada Life, returns to explain how business owners can use life insurance as one of the best, long term investment diversification strategies. Learn how the right insurance solution incorporated into a meaningful financial plan will help build your wealth, tax free.


Starting with One: Ep 14 – Special Edition – Looking for the Silver Lining with Ian Ash



Ian Ash, co-founder of market research agency DIG Insights, joins Robin and Al in a discussion addressing the changing consumer landscape during the current Covid-19 outbreak. Ian reviews the findings of DIGs ongoing tracking studies which take a deep look into consumer responses to COVID-19 and how this has impacted behaviours and perceptions. Looking for new ways to innovate and adopting new attitudes in the current environment is the key to economic advantage & recovery.


Starting with One: Ep8 – What’s an RDSP? with Louis Isabella



Louis Isabella, CPA, talks with Al & Robin about the little known and often under-utilized Registered Disability Savings Plan (RDSP) and its very unique features & advantages. Learn how it could apply to your situation.


Starting with One: Ep6 – Group Retirement Programs with Alex Bertola



Join Al & Robin as they discuss Group Retirement Programs with Alex Bertola of Manulife Financial.  Learn the difference between the 3 plan types and how benchmark reports can help enhance employee participation & contributions, while better addressing the different needs of your company and employees. It’s no longer One Size Fits All!


Starting with One: Ep5 – Employee Dismissals with Rich Appiah



In this episode of Starting with One, Rich Appiah, principal at Appiah Law | Employment + Labour Counsel, discusses the unpleasant surprises that can arise when a business decides to let go of an employee. Topics include the importance of using employee agreements to limit liability when dismissing employees, understanding common law notice, when can you terminate a dismissed individual’s participation in an employee benefits plan, as well as why you need the help of a pro to draft your agreements.


Starting with One: Ep4 – Mutual vs. Segregated Funds with Scott Edgington



What is the difference between a Mutual Fund and a Segregated Fund? Al and Robin speak with industry expert Scott Edgington, Regional Wealth Manager at Qualified Financial Services, about their unique features and discuss why a segregated fund might be particularly beneficial for business owners.

(The opinions expressed in this commentary are solely those of Robin Bailey and Al McDonald as at the date of publication and do not necessarily reflect those of The Canada Life Assurance Company and its division, Freedom 55 Financial. The opinions expressed are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Prospective investors should review the offering documents relating to any investment carefully before making an investment decision and should ask their financial security advisor for advice based on their specific circumstances.

Mortgage referrals and insurance products, including segregated fund policies are offered through Life and Legacy Advisory Group, and Al McDonald offers mutual funds through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.)


Starting with One: Ep3 – Maple Virtual Healthcare with Will Houtart



Robin chats with Will Houtart about the new virtual healthcare company MAPLE, that allows you to instantly connect with Canadian doctors for medical care from your phone, tablet or computer – any time, 24/7. Learn how you and your employees can start enjoying on demand healthcare that fits your schedule and lifestyle.


Starting with One: Ep2 – The Value of Advice



What are management fees as they apply to Mutual funds and what does the average investor gain from paying these fees? Al and Robin answer many of the questions surrounding this hot topic and explain the benefits of ongoing fund management service and advice.