Michael Clark, COO of Marketcircle, joins Robin and Al to discuss his company’s award winning business app, Daylite CRM, and how small businesses & teams can easily leverage technology to facilitate increased productivity and connections, whether in the office or remotely. Their conversation includes the importance of having the right tools in place in order to increase sales efficiency, improve your marketing message and ways to map out a clear sales or service process in order to create a more results driven environment.
Robin and Al are joined by Carolyne Eagan, Regional Director, Business Development at Canada’s first digital pharmacy, Pocket Pills. Their discussion covers this exciting new, full-service e-health solution – perfect for benefit providers, advisors, employers & Canadians. The company offers an accessible health care platform which instantly connects with pharmacists across the country and allows users to manage their medications online and have them delivered right to their doorstep!
Estate lawyer Suzanna Winsborough, Partner at KMB Law, is back with Al & Robin to walk them through the different types of trusts as she explains why naming the right trustee is critical when it comes to fulfilling the duties exactly as you intended and to ensure that assets and funds are distributed accordingly. Suzanna also answer questions surrounding the importance of designating a Power of Attorney to act on your behalf if you become mentally incapable.
In this episode, Al and Robin are joined by Dr. Sasha High, medical director of the High Metabolic Clinic, to learn a better understanding of the complexities of obesity and why employers need to consider the affects of this chronic medical condition on their workforce while offering non-judgmental support for obese employees. Dr. High discusses the difficulties that obese colleagues face and why obesity is a disease that warrants medically-supervised, compassionate treatment in order to achieve longterm health and stability.
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.
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.
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.
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.
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.
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!