Month: June 2021
29. Top 10 Frequently Asked Financial Questions

29. Top 10 Frequently Asked Financial Questions

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If you have a personal finance question on your mind, chances are, you’re not alone.

In this episode, discover the 10 most frequently asked finance questions financial advisors like Kris Dureau receive from clients.

From questions about the financial markets to  queries about retirement, investing, and insurance, Kris breaks down these questions and shares his valuable insight and easy-to-follow answers for each.   

Kris discusses:

  • The difference between RRSP and TFSA accounts
  • Must-know considerations around investment fee deductions 
  • Why you shouldn’t name underage children as secondary beneficiaries
  • Why bond prices and interest rates tend to go in opposite directions
  • How to determine the right time to retire 
  • And more!

Resources:

Connect with Kris Dureau:

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28. 8 Ways You Can Earn Your Financial Self-Defence Black Belt

28. 8 Ways You Can Earn Your Financial Self-Defence Black Belt

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Kris Dureau has practiced martial arts since he was 12 years old.

This hobby taught him that self-defence is all about situational awareness, so that he can identify and avoid bad situations.

In this episode, Kris Dureau highlights how martial arts principles can apply to eight key areas of your financial life. By practicing these principles, you, too, can learn to protect yourself and gain situational awareness around your money.

Kris discusses:

  • Why you should review your insurance policies regularly 
  • How knowing your household cash flow can protect your finances 
  • The idea of paying yourself first
  • Benefits of debt inventory and planning 
  • The importance of portfolio protection for soon-to-be retirees 
  • Reasons to get power of attorney documents ASAP
  • And more

Resources:

Connect with Kris Dureau:

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27. Manulife One: More Than Just a Conventional Mortgage With Wade Arseneault

27. Manulife One: More Than Just a Conventional Mortgage With Wade Arseneault

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Imagine being able to combine your mortgage, bank accounts, short-term savings, debt, and income all into one banking product.

This is exactly what Manulife One allows you to do. 

In this episode, Manulife Financial’s mortgage specialist, Wade Arseneault, joins Kris Dureau to explain just how Manulife One does this, and how they set themselves apart from conventional mortgage alternatives by providing an all-in-one product.

Wade discusses:

  • Manulife One as flexible, debt-free, and one-umbrella product 
  • Who can benefit from this mortgage solution 
  • A client success story
  • Interest rates differences between a fixed and a Manulife One mortgage 
  • How Manulife’s mortgage changes as you and your lifestyle changes
  • And more

Resources:

Connect with Wade Arseneault:

Connect with Kris Dureau:

About Our Guest:

Wade Arseneault is a mortgage specialist at Manulife Bank & Trust, specializing in the Manulife One product and mortgages. His specialties include but are not limited to transaction banking, internet banking, mortgage, banking, deposit accounts, client/advisor relationship management, and more.  Along with providing direction, knowledge, and coaching, Wade is all about offering unique financial solutions for clients of all ages.

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