Ngaio Davis of Koru Cremation talks about the industry of Death Care, what families go through and what to expect if YOU are in charge of organizing end of life planning. This topic is often avoided when families are discussing plans, intentions and the future generations. But working with a professional can reduce decision fatigue and confusion about the entire process. For more information you can check out https://www.korucremation.com/#deathcare #lifeplanning #estateplanning

In this episode I have Kam Grewal, Wills and Estates Team Lead for RDM Lawyers. We talk about the importance of having your Will up to date and in good order. Your life changes throughout the seasons and you should be updating your legal documents too!

Mark Halpern, CEO of WealthInsurance.com , is known in the financial advisor space for leading the charge in utilizing Charitable Planning in the overall Financial Planning space.

Greg Einarsson has recently joined the Portfolio Planning team, he brings a career of professional financial planning and complex insurance solution planning to the table.

In this episode we talk about Estate Freezes. If you're a successful business owner or are from a business family this may be something to consider as you pass the success from one generation to the next.

One thing that comes with success in your family business...TAX. Estate Freeze can cap the tax in the older generation and the next gen can continue the business!

Greg can be found at www.portfolioplanning.ca

Joseph Galli is on a mission!

Part of our conversations was finding opportunities for Canadians to help fund this research and create thousands (sometimes much more) of dollars in tax refunds that you didn't know were there!

Today we talk about power of the subconscious mind and how it affects relationships, money, your job and more.

John Fisher is the Founder, President and CIO of Bridgeport Asset Management. In this episode we talk about Private Client, Private Equity, Alternative Investments and Individuals being able to invest like institutions. www.bridgeportasset.com you can find out more about the portfolio & allocations on the website.

Dan Kyte runs one of Canada's best online only Donor Advised Funds with his wife Tammy Kyte. Givewise Canada is a online Donor Advised Fund (DAF) that acts like your personal charity online banking portal.

Dan joins us to talk about Donor Advised Funds (DAFs)and using Charitable Planning as part of your total financial plan. Effectively turning taxes into charity.

Oscar Sy of Numis CPA is a Cross Border and Corporate Taxes expert!

Working with a wide variety of clients, Oscar always knows how to solve clients problems AND explain them in English.

Friends and clients don't normally believe me at first, but I always introduce Oscar as the fun accountant! In this pilot episode we talk about Incorporation for Professionals and some of the basic framework for tax.

More questions for Oscar -> www.numiscpa.com