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.
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.
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.
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.
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.