Financial planning is not just about securing your tomorrow. It’s also about living a better today.
In this rapid-fire style episode, Kris Dureau walks you through 15 quick-hit tips to help you get a better handle on your finances, both now and in the future. Investments, tax planning, wealth transfer, debt management —Kris covers it all!
Kris discusses:
Accounts you should regularly contribute money towards
Steps you can take to weather market volatility
How to keep your finances organized (for you, your family, and your advisor)
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
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.
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
With spring upon us, now is the perfect time to do some financial closet-cleaning.
Are you ready to get started?
Join Kris Dureau in this episode as he guides you through your financial spring cleaning with six simple steps that will help you get your finances organized and ready for the coming seasons.
In this episode, you will learn:
The benefits of a financial filing system
Why you should always review your investments and rebalance your portfolio
Which insurance policies you should be checking on
How to verify your credit score
And more!
Listen in and start sprucing up your financial picture today!
