Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges.

To discuss this topic, Leanne is joined by Abby Kassar, Vice President, Business Owner Specialist, High Net Worth Planning at RBC Family Office Services and Murray Shapiro, Vice President, High Net Worth Planning Services at RBC Wealth Management Services

Learn ways to include charitable giving as part of your estate plan, providing you the opportunity to give during your lifetime and beyond. 

To discuss this topic, Leanne is joined by Tony Maiorino, Vice President and Director, at RBC Wealth Management Canada.

As our digital footprint continues to expand, learn how to address how those digital assets are handled after we’re gone

Learn about the potential costs of care as we age and ways to ensure your wealth plan can support your care plan

To discuss this topic, Leanne is joined by Audrey Miller, Managing Director at Elder Caring Inc.

Learn about how to help spot financial elder abuse, to mitigate it and how planning may prevent it

Learn about the innovative solutions to help older Canadians stay connected to others, stay independent, and in their homes longer

Highlights of some of the top episodes that resonated with you most over this past year

From Pokémon cards, Beanie Babies, stamps, coins to NFTs, learn estate planning tips for collectibles items

Planning for the future of your art collection in your estate

Using emotional intelligence to better navigate sensitive estate and late life planning conversations with loved ones.