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Episode 7 : IPPs (Individual Pension Plans) - An Alternative to RRSPs.
July 28, 2011 01:28 PM PDT
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For many business owner operators, funding an Individual Pension Plan (IPP) could be a more tax effective than contributing to and RRSP and result in greater income in retirement. Michelle Dickinson, CEO of Dickinson Carr, a firm that specializes in the set up and on-going monitoring of IPPs reviews what an IPP is, who it's right for and why, despite some changes in the recent Federal budget, IPPs remain a very attractive retirement funding alternative.

For more information please visit Dickinson Carr's website at www.dickinsoncarr.ca

Episode 6 : Preparing Your Business For Sale
Clean
July 28, 2011 12:07 PM PDT
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With the demographic changes happening in Canada, many successful business owners are now looking to sell their business in order to provide a capital base from which to fund a retirement income.

This podcast interviews Jordan Gould, CA, who is a Partner at SBLR LLP Chartered Accountants, a Toronto-based firm focusing on small and mid-sized privately-held companies.

For more information on SBLR LLP, please visit their website at: www.sblr.ca

Episode 5 : Enhancing The Quality Of Your Retirement Life
Clean
July 07, 2011 04:48 PM PDT
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So much effort in the wealth management industry is placed on helping families plan for sufficient investment assets that often times the softer/non-financial issues are not adequately addressed.

This podcast interviews Rick Atkinson, President of RA Retirement Advisors, who specializes in pre-retirement planning in a practical and interactive manner.

For more information on RA Retirement Advisors, please visit his website at:
www.dontjustretire.com

Episode 4 : Protecting Estates From The Breakdown Of Second Marriages
Clean
April 20, 2011 07:42 PM PDT
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With the rise of second marriages over the past several years, many Canadians are looking at how to protect their estate from the breakdown of second marriages.

This podcast interviews, Adam Cappelli, Founder & Partner with Cambridge LLP, who has been practising estate & trust law for over twenty years.
For more information on Cambridge, please visit their website at: www.cambridgellp.com

Episode 3 : Moving Up-Market
Clean
April 15, 2011 11:14 AM PDT
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Many Financial Advisors desire to move their practice to dealing with investor clients with larger portfolio sizes. This podcast interviews Paul Rainford, Vice President & Director, with HighView Financial Group, who provides three decades of experience in working with Financial Advisors in helping them “move to the next level”.

Episode 2 : It’s Not Always About Growth
Clean
December 22, 2010 08:02 PM PST
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With the increasing global investment risks and the demographic shifts in Canada, many affluent families are changing their attitudes to how their financial wealth is managed. This podcast discusses the basis for this shift and the implications for Financial Advisors.
To read this article on our blog, The Wealth Steward, please click here -http://thewealthsteward.com/2010/12/its-not-always-about-growth/

Episode 1 - Facilitating Excellence In The Management Of Wealth
Clean
December 22, 2010 07:14 PM PST
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This podcast provides an overview of how HighView Financial Group works with the various professional advisors of clients – such as accountants, lawyers, actuaries – to create the integrated and holistic advice that so many clients are desperately seeking in the marketplace today.

To read this article on our blog, The Wealth Steward, please click here - http://thewealthsteward.com/2010/10/facilitating-excellence-in-the-management-of-wealth/