March 2022 – The Ride: Life, Work and Wealth

Start Getting Your Time Back with Family Offices Services with Paul Marion, CLU, CHS (Ep. 42)

By theridelifeworkandwealth | March 23, 2022

Do you want to start saving time so you can focus more on the things that matter the most to you?

In this episode, the executive managing director of tax and wealth at Harbourfront Wealth Management, Paul Marion, joins Kris Dureau to unveil everything you need to know about family offices and how they differ from traditional wealth management firms. Paul explains how family offices offer clients the control and flexibility they need when having a team managing their finances and investments.

Paul discusses:

The purpose of family offices and the reasons they have increased over the past years
Reasons why a family office may be a right fit for you
How to get started with your family office
The practical side of family offices
And more!

Connect with Paul Marion:

LinkedIn: Paul Marion

Connect with Kris Dureau:

About Our Guest:

Paul Marion is a demonstrated leader with over thirty years of senior management experience. Having dedicated the past two decades to championing growth and innovation within the Canadian financial industry, Paul has held several leadership roles and now serves as the executive managing director of tax & wealth planning at Harbourfront Wealth Management.

Third-party services and advice are received on a best effort basis, when every attempt is made to receive the best services and advice there is no guarantee that they will generate the best results in all circumstances. Clients are free to seek independent services and advice. Harbourfront Wealth Management Inc. will not be responsible for any damages that may occur from these third-party service providers. Clients may have to deal with separate regulatory bodies in case there is a dispute. There may or may not be a referral fee received, please ask your advisor for more information.

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The Investments Your Portfolio Might be Missing (Ep. 41)

By theridelifeworkandwealth | March 9, 2022

Alternative investments are becoming increasingly valuable with everything that has been going on over the last 24 months.

In this episode, Kris Dureau explains what an alternative investment is and why you might want to consider incorporating them into your portfolio. He helps you understand the pros and cons to help you find out which type of alternative investment could be best for you.

Kris discusses:

Benefits of incorporating alternative investments in your portfolio
Types of alternative investments
The death of the 60/40 balanced portfolio rule
Pros and cons of the different investment classes
And more!