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.

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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.

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In this episode, Lori and Jon dive into the state of the Vancouver housing market and explore what today’s trends mean for investors and retirees alike. Lori shares why a diversified, liquid investment strategy may offer more stability and long-term growth, especially for those approaching retirement.

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On this week's episode, Lori and Jon reflect on the past month since Trump's Liberation Day. They break down which sectors have been impacted and Lori’s outlook moving forward.

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On this week's episode, Lori & Jon welcomed Steve Parr, an Estate Planning and Corporate Lawyer, to discuss the different types of trusts and why open communication is key in estate planning. Steve also shares his expert advice on how families can ensure a smooth and organized transition of wealth, helping to avoid unnecessary stress and conflicts.

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On this week's episode, Lori and Jon explain why sector rotation is a game-changer for your investment strategy! They also dive into recent market shifts and the biggest mistakes investors make when they ignore sector trends.

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On this week's episode, Jon and Lori share how to set yourself up for long-term success this year. They discuss crafting a winning strategy and highlight the sectors to focus on to position yourself proactively in today’s economic climate.

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Join Jon and Lori for a special milestone episode of Ready.Set.Retire! They reflect on the journey of the podcast, highlight their favourites guests, and share their 2025 outlook on the stock market and economy.

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As November is Financial Literacy Month in BC, Lori and Jon talked about the resources you can rely on to expand your knowledge and the key questions investors are asking in the current market in this week's episode. They also covered everything from how the markets are affected by U.S. elections and what you should be doing with your maturing GICs.

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On this week's episode, Lori and Jon are joined by returning guest Cindy David, Estate Planning Advisor and President of Cindy David Financial Group. Together, they discuss the benefits of a financial plan and how often you should be reviewing your plan. Cindy also shares the process of creating a financial plan for a client and adjusting your tax planning strategy since the capital gains inclusion rate change.

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