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Your Estate Matters Newsletter

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, particularly in British Columbia, and highlights investment opportunities like transit-oriented development and student housing. The episode also emphasizes the importance of involving younger generations in wealth-building and offers practical advice for navigating real estate complexities.

Your Estate Tip

Managing Family Conflict

One of the things we notice in our work at Heritage Trust is how many conflicts within families, especially around major transitions like death, aging, divorce, or inheritance, are fueled not necessarily by the surface disagreement or the “presenting problem,” but in reality by underlying, often unacknowledged grief.
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When grief is minimized or unspoken, it often resurfaces as anger, blame, or withdrawal. What appears to be a dispute over money, caregiving, or decision-making is often something much deeper. Conflict is a normal part of working with families, but it can be managed thoughtfully.
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At Heritage Trust, we focus on:
✔️ Recognizing the role of loss and emotion in family conflict
✔️ Addressing the real underlying sources of tension, not just the surface issues
✔️ Using structured tools to manage and prevent conflict escalation
✔️ Bringing empathy and neutrality to even the most complex family dynamics
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Conflict isn't always a problem to solve - it’s often a process to manage.
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Here are some ways you can work with us: ​Book a free consultation with Heritage Trust. Download our free checklist “Essential Steps for Estate Planning.” Purchase our course "The Estate Organizer for Canadians." Join the waitlist for the Canadian Estate Club membership here: https://www.estateclub.ca/canadian-estate-club​ ​ Follow us on social: ​​​​

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