The bond between humans and their furry companions is like no other. According to the Canadian Vet Medical Association, over 35% of Canadian households have a dog and 35% own a cat. How many of those families have included their pets in their estate plan? In this episode, Kris Dureau focuses on the furry family …
Behavioral finance is an intriguing field of study, with five common investing biases you might not even recognize yourself, let’s get into them! In this episode, Kris Dureau details the 5 behavioral investing biases you should be looking out for. With the state of the market, this is a great time to start keeping these …
Who hasn’t bought that lottery ticket hoping it’s the winner in the big? But what if it really happened? What would you do? The same goes for any kind of windfall, including an inheritance or a gift. In this episode, Kris Dureau details the steps you need to take to make sure you safeguard the …
When you say I do on your wedding day, the world seems wonderful. There would be no reason to think you might eventually be saying, “I don’t want to be in this marriage anymore”, but how do you financially prepare for divorce? In this episode, Kris Dureau addresses the aspect of your financial well-being if …
Now that we have a basic understanding of the different sources of income in retirement, we can dive deeper into tax planning strategies. While tax strategies can be complicated at first, they eventually save you money in the long run if you plan correctly. In this episode, Kris Dureau concludes his two part series on …
Taxes can have a much bigger impact on your retirement planning than first assumed. It is important to take a dive into your portfolio and understand how the different sources of income in retirement, government and personal can go into your planning process. In this episode, Kris Dureau discusses a number of ways you can …
In our last episode, we sat down with the Caring Hearts Support Network to discuss all things grief and the support they made available for those people going through these tough times. In this episode, we are going to unpack what you can do to prepare for uncertain times and what exactly should be on …
Although inevitable, death is a scary topic that is sensitive to most of us. But when that dreaded time is around the corner for a loved one, wouldn’t you like to be fully supported with all the resources you may need to deal with the next steps? In this episode, Kris Dureau is joined by …
There is no doubt that planning for retirement can seem like a complex process, and even thinking about it can be stressful. Nowadays media, politicians, financial services, businesses – everyone has been talking about retirement. With so much information, it is easy to get overwhelmed. In this episode, Kris Dureau debunks eight popular myths about …
Many Canadians pack their suitcases as it gets colder and fly off to warmer places in the USA. While that sounds like a wonderful idea, it is important to know the tax implications of your trip. In this episode, Kris Dureau provides a brief overview of tax-related nuances you need to keep in mind as …