Your Estate Matters Newsletter Your Estate Tip How to Write a Good Obituary A practical, step-by-step guide for when it matters most. Somewhere in your family, in a scrapbook, a manila folder in a filing cabinet, there's probably a clipped obituary from decades ago. Maybe it's for a grandparent. Maybe a great-aunt you barely knew. Those small notices can be surprisingly precious. For many families, they're the only written record a future grandchild will ever read about that person. The...
27 days ago • 6 min read
Your Estate Matters Newsletter Your Estate Tip Best Practices for Registered Funds If you’re like most Canadians, you’ve spent decades building up your retirement savings in various registered plans: RRSPs, TFSAs and RRIFs. These accounts have likely been faithful companions on your financial journey, growing quietly in the background while you focused on living your life. But here’s the thing: while these plans may seem “simple,” they come with some important considerations, especially when...
about 1 month ago • 8 min read
Your Estate Matters Newsletter Steven Joe Your Estate Matters Podcast The Hidden Risks of Collectibles in Estate Planning In this episode, we are joined by Steven Joe, Senior Financial Planner at Assante Financial Management, to unpack the often-overlooked complexities of estate planning when unique or “alternative” assets, such as art, wine, antiques, rare watches, and antiquities, are involved. Key topics and takeaways include: Why collectibles are different — Unlike traditional assets,...
5 months ago • 5 min read
Your Estate Matters Newsletter Sabeena Bubber Your Estate Matters Podcast Episode 42: Divorce, Debt & Secrets Lenders Don’t Tell You In this insightful episode, Nicole and Greg welcome Sabeena Bubber, veteran mortgage broker and founder of The Divorce Circle. Sabeena unpacks practical wisdom from her decades in the mortgage industry, tackling topics like how mortgages impact estate planning, what happens to real estate debts when someone passes away, and the growing complexities of blended...
8 months ago • 1 min read
Your Estate Matters Newsletter Perminder Tung Your Estate Matters Podcast Episode 38: How Cultural Traditions Shape Estate Planning In today's episode, we welcome estate lawyer Perminder Tung to discuss the intersection of cultural traditions and estate planning in Canada. Focusing on challenges within the South Asian community, Perminder shares insights on inheritance customs, legal rights, and the impact of British Columbia’s Wills, Estates and Succession Act. The conversation highlights...
9 months ago • 4 min read
Your Estate Matters Newsletter Catherine Dorazio Your Estate Matters Podcast Episode 32: Empowering Women in Wealth In this week's episode of Your Estate Matters, we engage with Catherine Dorazio, a seasoned wealth advisor from Connor Clark & Lunn Private Capital. They explore the growing influence of women in wealth management, noting that women are projected to control significant portions of wealth in the coming years. Catherine discusses the societal and economic impacts of this trend,...
10 months ago • 1 min read
Your Estate Matters Newsletter Madison Mailey Your Estate Matters Podcast Episode 31: The Best Strategies for Young Canadians to Build Wealth In this week's episode, we speak with Madison Mailey, a wealth and insurance advisor at Scotia McLeod. Madison, an Olympic gold medalist in rowing, shares her journey into wealth management, emphasizing the importance of financial literacy and proactive planning. The discussion covers strategies for young Canadians to build wealth, including the use of...
10 months ago • 2 min read
Your Estate Matters Newsletter Julia Chung Your Estate Matters Podcast Episode 30: Understanding Family Dynamics in Estate Planning In this week's episode, Nicole and Greg chat with Julia Chung, CEO of Spring Planning, to explore the intricacies of estate planning and wealth transfer. Julia shares her expertise on the evolving dynamics of wealth transfer, emphasizing the importance of open family communication and recognizing various forms of wealth beyond financial assets. The discussion...
10 months ago • 3 min read
Your Estate Matters Newsletter Tegan Smith Your Estate Matters Podcast Episode 29: Real Estate Investing as a Key Strategy for Family Wealth Building In this episode, Nicole and Greg engage with Tegan Smith, CEO of Channel Consulting and founder of Uplift Fund. Tegan shares her 26 years of expertise in urban planning and real estate development, focusing on real estate investing as a key strategy for family wealth-building. She discusses the challenges in the Canadian real estate market,...
10 months ago • 1 min read