Tag Archives: Planning

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



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:

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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.

 


37. Estate Planning for Families With Special Needs Children With Fred Ryall



Having a special needs family member carries unique, emotional, and financial concerns.

That’s why it’s important to work with a professional who understands exactly what you are facing.

In this episode, Kris Dureau welcomes Fred Ryall, an estate practitioner with more than 40 years of experience. For the last 15 years, Fred has worked with special needs children and adults to help them with their unique planning needs. In fact, he received the Queen Elizabeth the Second Diamond Jubilee Award from the Governor-General of Canada for his efforts.

Fred joins the show to share his insight about estate planning for families with special needs members. He explains the areas of the planning process that need to be considered and reveals why documenting details about a disabled child is so important.

Fred discusses:

  • The unique challenges families with special needs children face
  • What a Henson trust is and how it benefits those with special needs 
  • Easy ways to document and organize your child’s details 
  • Five key areas of the planning process he covers with the families he works with
  • And more!

Connect with Fred Ryall:

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About our Guest:

For over 35 years, Fred has been providing financial and estate planning advice for self-employed business owners, designated professionals, executives, and families to ensure social and family legacies.

Some of his recent professional accomplishments include receiving the Queen Elizabeth II Diamond Jubilee Award from the Governor-General of Canada for his planning with families who have special needs children. In 2007, he also received the Julia Award from Cystic Fibrosis Canada.

Fred has had the privilege to speak to several other special needs organizations including, Cystic Fibrosis Canada, Canadian Down Syndrome Society, ALS Canada, Autism Ontario, Multiple Sclerosis Society of Canada, 18th Chromosome Deficiency, Alzheimer Society Canada, and the Peel Public School Board’s Special Needs Programs.


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



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