Tag Archives: Financial Planning

Starting with One: Ep.19 – The Importance of Trusts & Power of Attorney with Suzanna Winsborough



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.


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. 13 – The Insurance Planning Continuum with Stephanie Stewart



Robin and Al are joined by Stephanie Stewart, Advanced Case Consultant at Canada Life to discuss the strategic side of life insurance. Stephanie explains the benefits of using life insurance as a tax sheltered asset and an important means of wealth protection, accumulation and transfer.


Starting with One: Ep11 – SPECIAL EDITION – A slow return to the ‘Next Normal’



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!


Starting with One: Ep10 – Minimizing the impact of Passive Income Rules with Louis Isabella



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.


Starting with One: Ep9 – SPECIAL EDITION – Survive & Thrive with Lori Cammerota



In this special edition of Starting with One, Lori Cammerota of Open Doorz Strategy joins Robin and Al to discuss the immediate challenges that business owners are now facing due to the global crisis brought on by the Coronavirus outbreak. How do we look past the ‘doom and gloom’ and begin to stabilize ourselves and then others who depend on us? A new level of leadership will be required to help us find positive opportunities and remain optimistic while adjusting to our new reality.


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: Ep7 – “Never Outlive your Money” with Scott Edgington



In this episode, industry expert Scott Edgington returns to discuss the benefits of guaranteed income streams with Al & Robin. The discussion includes longevity risks, the challenges of investment inflation, annuities and lifetime income benefits as well as the importance of talking with an advisor so you won’t outlive your money!


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!