Tag Archives: Life & Legacy Advisory Group

Starting with One: Ep. 22 – Creating a Healthy Workforce



Employee health is more important than ever before! Lori Casselman, President & CRO at Wello, joins Robin and Al to discuss how virtual health care services are helping Canadian businesses create and sustain a healthy workforce. They discuss how leading companies are beginning to change how they look at employee healthcare by preparing their organizations to meet the health and wellness needs of an increasingly digitally savvy work force. Creating and managing a healthy workforce helps reduce absenteeism, develops a positive corporate culture and keeps your bottom line strong.


Starting with One: Ep. 21 – Technology Driven Client Management



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.


Starting with One: Ep. 20 – Online prescription management with Carolyne Eagan of Pocket Pills!



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!


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. 18 – Addressing Obesity in the Workplace with Dr. Sasha High



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.


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: 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.