Over the years, we have worked with many Canadian families and generations within those families. We have found that some of the key factors to generational financial success are often found in creating a supportive open environment for families to communicate in addition to a well-organized and executed plan. Clearly understanding the needs of parents, children and grandparents can allow for easy life transitions. Whether it's buying a home, selling a family cottage, opening a trust account for your grandchildren or settling an estate. Join us today as we discuss in detail what we do as family advisors to help create that legacy.
Episode 246: Financial Planning Tightwads and Spendthrifts Which Way Works Better?
Episode 245: TFSA -Best Investment Vehicle For Canadian Retirement Planning
Episode 244: Owning a Second Property in Retirement
Episode 243: 6 Ways to Improve the Probability of a Successful Retirement
Episode 242: 2023 Financial Year in Review: What Went Wrong?
Episode 241: Greatest Investment Quotes of All Time Part II
Episode 240: Pet Peeves and Things That Keep Mike Up at Night
Episode 239: 10 Things You Absolutely Must Stop Doing
Episode 238: The Future State of Real Estate in Canada
Episode 237: Everything in Life is a Bell Curve, Even Your Finances
Episode 236: Things Are Really Bad Out There: Consumer confidence is at its lowest level in 52 years.
Episode 235: The Greatest Investment Quotes that Every Investor Should Know
Episode 234: Divorce in Canada and How it Affects Your Financial Stability
Episode 233: The Effects of the New Business Model on the Average Consumer
Episode 232: Cutting Off Your Nose to Spite Your Face Won’t Fix Your Financial Problems it Can Compound Them!
Episode 231: 10 Expenses Retirees Underestimate
Episode 230: Why is Everyone Still Running to GICs?
Episode 229: 10 Ways to Keep Your Old Age Pension Coming In
Episode 228: The Value of Global Balanced Portfolios
Episode 227: Could a Crystal Ball Get You the Ideal Returns on Your Investments?
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