Tag: Green Private Wealth
Year-End Checklist for Your Registered Accounts (Ep. 59)

Year-End Checklist for Your Registered Accounts (Ep. 59)

By |

Before the year comes to a close, there are a number of things you want to consider concerning your registered accounts. These include your RESP, RRSP and RRIF accounts that you might want to pay closer attention to as the year comes to an end so that you can save going into 2023.  

In this episode, Kris Dureau discusses what to look out for when investing in a down market and how it can actually benefit some of your accounts depending on your current situation. 

Kris explains:

  • What are Registered Accounts
  • The importance of having a TFSA
  • Some considerations for parents whose children just turned 15 
  • Changes you might want to make in your portfolio prior to December 31st
  • How you can save on taxes this year 
  • And more

Connect with Kris Dureau:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More
Big News: Merging With Green Private Wealth (Ep. 58)

Big News: Merging With Green Private Wealth (Ep. 58)

By |

Big positive changes are underway for our firm. Over the past 18 months behind the scenes, we have been working on a merger with Green Private Wealth – an award-winning firm. This merger allows us to offer our clients a more in-depth, wide array of services that can benefit them at any stage of their life. 

In this episode, Kris Dureau shares this exciting shift and how the new merger with Green Private Wealth is benefitting their business in a number of different ways. With the new expansion of their team, they are able to offer new opportunities and work with more advanced business models and strategies that will ultimately benefit you and your portfolio.

Kris discusses:

  • The benefits clients will receive just from being a larger firm 
  • Their focus on adapting to the rapidly changing wealth management landscape 
  • Their new pension-style portfolio management approach and how it can help clients avoid the volatility associated with traditional portfolios
  • The shared company values and practices that led to the smooth merger between Three Hats Financial and Green Private Wealth
  • And more

Resources:

Connect with Kris Dureau:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Archives

Categories