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.
Many businesses are resorting to temporary layoffs in response to the COVID-19 pandemic and its impact on the economy, causing real anxiety for both employers and employees concerning what will happen next. Employment lawyer Rich Appiah joins Robin and Al to better explain the challenges and misconceptions surrounding temporary layoffs, as legal rights and Common Law rules continue to be tested.
In today’s episode, Robin and Al are joined by Ian Ash – a Co-Founder of Dig Insights, one of Canada’s fastest growing companies – in a conversation summarizing business strategies and realistic expectations as we head towards an uncertain future. Ian discusses the reality of managing staff remotely, adapting to change, and overcoming the barriers to recovery. We hope you enjoy it. Stay well. Stay safe!
Louis Isabella joins Robin and Al to discuss the impact of Passive Investment Income rules on small business owners and the investment strategies that can ensure you’re staying on-side of the rules while reducing/managing your taxable income.
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!
How do you create “magic” in your corporate culture, and how do you actually get employees excited and talking about their benefit plans? Tune in to hear how today’s guest did just that, and in a fairly short amount of time to boot! James Malliaros is the Managing Director for myWorld Canada. A self proclaimed “citizen of the world”, it is quickly evident that James’ global career has prepared him well to implement best practices that he has encountered on his journey. In a world where companies are fighting for talent, it’s easy to see why employees at myWorld have embraced their new program. I enjoyed this conversation immensely. I hope you enjoy it. RB
What have you always wanted to know about Group Retirement Plans but have been too afraid to ask? Well, let me introduce you to your new best friend, Alex Bertola. He has been Account Executive at Manulife for the last 13 years. Alex has had exposure to both U.S. as well as Canadian programs. As such, his experience has made him a great resource to both advisors as well as their clients. Be sure to tune in to find out what types of plans exist today, as well as the pro’s and cons of each. We also chat about the “right time” to implement a plan and what’s in it for both employers and employees. Finally, you’ll hear us joking around about putting Alex in a boardroom with a whiteboard, trust me, you want to see the magic in person. He’s certainly one of the reasons I enjoy this industry so much….you meet some great people along the way. I hope you enjoy it! RB