Dec 29, 2022
Whether you’re new to the podcast or a returning listener, Joe and Lindsay discuss the most popular topics, questions, and guests on the show in 2022. This is a great episode if you’re looking for a place to jump in–or want a general refresher on all the critical aspects to consider when planning your...
Dec 15, 2022
60% of Canadians don’t have a will, leaving many families in a precarious situation. Putting a plan in place for your estate means giving thought to the people you are leaving behind because a legacy isn’t what you leave people but how you leave them. In this episode, David Edey, Certified Executor Advisor (CEA) and...
Dec 1, 2022
Charitable planned giving supports many communities directly. Giving locally means a donation can be made to a specific interest that’s important to a donor or that has touched their lives. In this episode, Lesley Heighway, President and CEO of Peterborough Regional Health Centre Foundation, joins us to share all the...
Nov 17, 2022
Mark Halpern, CFP, is a Trust and Estate Practitioner who has helped business owners, entrepreneurs, and professionals in affluent families for over 30 years. As CEO of Wealth Insurance, he and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve...
Nov 3, 2022
Donor-Advised Funds help philanthropists and their families fund their preferred charities however and whenever they want with the help of their advisors. Canada Gives offers the same choices and privileges as a private foundation but with lower costs. In this episode, Denise Castonguay, CEO and Founder of Canada Gives,...