🎄The holidays are a great time for fun & laughter……

It’s also a great time for paying close attention to our aging loved ones during our visits…. 🎅✨

It’s a unique opportunity to listen, observe, and ensure their well being…. 🩺

Beyond the laughter, joy, & shared meals…

- 🕵️‍♀️Pay close attention to changes in diet, hygiene, social interactions, and mental health

- 💬Recognize these clues, and start a semi-structured conversation maybe a little down the road

- ❤️Approach any dialogue with empathy and understanding- that can make all the difference. The goal is to ensure our loved ones receive the support they need, and that they feel valued and heard in the process

#SeniorCare #AgingParents #HolidayCare #FamilyFirst #EmpathyInAction #Caregiving #AgingWithDignity #ElderCare

🎄 Annual Holiday Episode Alert! 🎁

It's that time of year again—our 2024 edition of "Last Minute Gifts for the Holidays" is here! Let's show some love to local and small Canadian businesses this season. We've curated a list of our top picks and shared a bit about what makes each one special.

#SupportLocal #ShopSmall #CanadianBusinesses #HolidayGifts #2024Holidays

When is a good time to sell your business? 📆

That is the million-dollar question (no pun intended) 🧐

Jalal and I recently sat with April Harbottle of Transition Architects to discuss M&A trends and high-level points regarding selling a business. The chat was as fun and engaging as it was insightful 🤯.

Our top 3 takeaways:

1- The best time to sell is when things are going well 💥. Not when things are bad. If you see negatives coming, chances are a buyer does too.

2- Sales numbers are great. But keep your eyes on the profits as well. It’s the bottom line that appeals to buyers more 📈

3-The most successful transitions are those planned early. 🙇‍♀️

#m&a #mergersandacquisitions #exitstrategy #businessowner #businesstransition #success #entrepreneur #businesstrends

Is innovation found in other sectors apart from tech?

Admittedly, I was guilty of correlating innovation to just the tech sector- it certainly seems that way sometimes.

But I recently learned that innovation isn’t just in tech. In our latest episode, Jalal and I had the fortune of chatting with Manish Goyal of JP Morgan and exploring how innovation is just as solid and thriving beyond the tech sector.

Our top 3 take-aways from the discussion:

1) Look beyond tech- disruptive and game-changing initiatives are happening in healthcare, finance, industrials, and others.

2) R&D investing is a major contributor to innovation. Companies that invest in R&D to commercialize offerings will remain at the forefront.

3) Whenever a major advancement occurs, new winners and losers are created. Companies investing in creating an ecosystem of diverse, yet related, offerings can weather harsher storms.

#finance #innovation #investing

With MIGS 2024 right around the corner, we brought back Matthew Persram of the Creative Industries Group here at NB to talk about what it takes for a game studio to get a bank onboard to finance a game development or project.

For some fun, we dived deeper, talking about issues in the gaming industry including the impact of monetization and gambling elements in games and issues surrounding the shift to digital content/games over physical formats. Specifically, we talk about what it means to "buy a game" in the online stores. Do you really own the game?

#gamedev #gaming #indiegamedev #gaming2024

Jalal Midani and I had another insightful discussion with Corey Obermeyer, President of HomeInstead, about senior care, addressing some common misconceptions and gaining valuable insight from an industry leader.

Here are the highlights of the chat:

🏡 Start thinking about senior care early: Planning ahead ensures you can make thoughtful decisions about your loved ones' future well-being.

💪 Exercise is key to aging well: Physical activity promotes strength, mobility, and overall health, helping seniors maintain their independence longer.

👥 Companionship matters: Social connections are just as important as physical care. Meaningful relationships can boost mental health and bring joy to later years. Whether its scrabble or photography, doing things that are meaningful to the individual goes a long way.

#seniorcare #healthyliving #eldercare #wellness #canada #activeaging

Overly thrilled and proud to have recorded this episode- business owners will find it intriguing.

Sean Durkin and I chatted with Dr. Thomas W. Deans, best-selling author of "Every Family’s Business," on key considerations & questions when planning to sell your business to family members.

Business succession is often complex, and the best transitions happen with long-term discussions and planning.

If you own or are part of a family-run business, this one’s for you!!

#BusinessSuccession #FamilyBusiness #Podcast #WealthManagement #SuccessionPlanning

.

The ‘90s called- and they want their spreadsheets back. At NB, we’re pioneering new ways of making financial plans more visual, understandable, and relatable. One that answers the question that buzzes in our heads- AM I OK?

Not pages upon pages of graphs and numbers that get stared at confusingly before getting stored or thrown away.

Having a clear and realistic plan for your finances can help you achieve your personal and professional goals faster and easier. A plan should be concise with a clear depiction of your ‘goal-posts’. It should easily be able to tell if you’re on the right track. Benefits of such a plan include:

- managing your income and expenses more effectively

- enabling you to save and invest for the future

- protecting you and your family from unforeseen risks and emergencies

- reducing your stress and increasing your confidence

In this episode, Jalal and I chatted with Bryan Monchamp of National Bank Financial to talk about the cutting edge advantages that Advice Suite (our in-house planning tool) has. Although I’ve been using it for a while, we invited Bryan to tell us more about the value it adds to both advisors’ and clients’ lives.

In our latest All Bets on Her Podcast, we’re thrilled to feature National Bank Financial’s Tania where she delved into her financial journey.

Tania shared her excitement about the pivotal decisions she’s made in her life regarding finances, and the proactive steps she took that she is most grateful for.

Key highlights from the conversation:

Embracing Early Action- She was particularly fond of taking charge early on to get a head start towards financial independence.

Empowering Community- supporting other women in achieving financial independence by encouraging each other to take a seat at the financial and decision-making table.  

Definitely worth checking out!! Tune in for the full chat!