Tag Archives: Beneficiaries

Stop Procrastinating Your Estate Planning (Ep. 39)



Regardless of your age or assets, there are some things that you should be aware of when it comes to estate planning.

In this episode, Kris Dureau answers many of your estate planning questions. Along with some real-life experiences, Kris helps you understand how important it is to have your will in place and how you can get it done with the help of a few other documents.

Kris discusses:

  • How often you should be reviewing your will
  • Accompanying documents you should have along with your will
  • What accounts you can name beneficiaries on
  • Rules with common-law marriages
  • And more!

Resources:

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29. Top 10 Frequently Asked Financial Questions



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