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Spring cleaning isn't just for your home – your finances deserve the same reset.

Lori and Jon walk through how to review your portfolio, get ahead of taxes, understand your fees, and make sure your plan is aligned with where your life is headed.

Enjoy the episode!

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Tax season is a reminder that the best results come from planning ahead, not scrambling at the deadline.

Lori and Jon share practical strategies for using tax‑efficient accounts like TFSAs and RRSPs wisely, thinking through life changes, and making confident decisions that add up over time.

Tune in!

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As RRSP season wraps up, Lori and Jon break down the classic question: RRSPs or TFSAs?

They explain how income, age, and long‑term planning shape the right plan for you, and why using both accounts strategically can provide flexibility, reduce taxes, and manage OAS in retirement.

Let's dive in!

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Lori and Jon unpack what strong market headlines really mean for your own portfolio, and why your return might look different from the index.

From cap-weighted vs. equal-weight performance to asset allocation, currency impacts, and new total cost reporting, they cover the key factors shaping your investment results.

Happy listening!

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Lori and Jon reflect on a strong 2025 and highlight the factors that supported double-digit market gains, including interest rate cuts, solid earnings growth, and policy support.

They also share what they’re watching as portfolios head into 2026, and why discipline and active management remain key.

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Lori and Jon explore a key question for successful families: what happens when kids inherit wealth that they’re not ready for?

They share strategies to pass on wealth wisely to help you avoid unnecessary taxes and prepare the next generation for financial confidence.

Happy listening!

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Lori and Jon discuss why back-to-school season is the perfect time to focus on the next generation.

From RESP accounts to legacy planning, Lori walks through the best strategies to help you prepare, protect, and pass on wealth with confidence.

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Join Lori and Jon as they unpack why a mid‑year financial check-in is essential, especially amid shifting markets and political headlines.

Discover how active management can help you protect your wealth, grow your income, and seize investment opportunities - plus, how rebalancing your portfolio keeps you on track.

Happy listening!

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In this episode, Lori and Jon sit down with Nicole Garton, President of Heritage Trust, to uncover the hidden risks in estate planning, and why naming a friend or family member isn’t always the best choice.

They review the role of professional fiduciaries, addressing complex family dynamics, and how trust companies like Nicole’s are changing the game.

Enjoy!

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