1) Role of Executor.
2) Selection of Executor.
3) Compensation of Executor.
4) Protection of Executor.
5) Testamentary Trusts.
6) Guardians.
7) Investment Powers of Trustee.
Guest: Jonathan Ng.
Jonathan practices at Underwood Gilholme Estate Lawyers, a group that works exclusively in estate matters.
He assists clients in the preparation of wills, enduring powers of attorney, personal directives, and trusts. He also advises executors and attorneys on the administration of estates. Jonathan is experienced in Court applications for grants of probate and administration, and has appeared before the Court on the validation of non-compliant wills and family maintenance and support.
Over the past several years, Jonathan has provided seminars at the Kerby Centre, the Canadian Association of Gift Planners, and various financial institutions. He has appeared on CBC Radio to discuss the importance of having a Will and other estate topics. Jonathan is a member of the Canadian Bar Association South Alberta Wills and Trusts Section and the Estate Planning Council of Calgary.
1) Why Have a Will?
2) Will Terminology.
3) Types of Wills.
4) Marriage and Divorce.
5) Assets outside Home Jurisdiction.
6) Financial Planners and Wills.
Guest: Jonathan Ng.
Jonathan practices at Underwood Gilholme Estate Lawyers, a group that works exclusively in estate matters.
He assists clients in the preparation of wills, enduring powers of attorney, personal directives, and trusts. He also advises executors and attorneys on the administration of estates. Jonathan is experienced in Court applications for grants of probate and administration, and has appeared before the Court on the validation of non-compliant wills and family maintenance and support.
Over the past several years, Jonathan has provided seminars at the Kerby Centre, the Canadian Association of Gift Planners, and various financial institutions. He has appeared on CBC Radio to discuss the importance of having a Will and other estate topics. Jonathan is a member of the Canadian Bar Association South Alberta Wills and Trusts Section and the Estate Planning Council of Calgary.
1) What is a business coach?
2) How is a business coach different from an employee’s manager?
3) How is a business coach different from an accountability partner?
4) Why reading books alone may not be enough.
5) Knowing your clients business.
6) Where to start in the coaching process.
7) Helping clients change their thinking.
8) How coaching can help in different situations.
Guests: Michelle Neustaedter.
Michelle is an entrepreneur whose goal it is to help others succeed. She is a mother of 4 and has been growing people for the last 10 years. Michelle holds a master’s degree in Psychology and is certified as a counsellor (CCPA), coach (JMT), and trainer (JMT).
During the course of her career, she has walked with people through some of their toughest times. She has been invited into people’s most private moments and has had the privilege of seeing significant success and change. Having been through her own series of challenges, both personal and professional, she is able to better understand some of the difficulties companies and individuals can face. She brings the fruit of her training, extensive study and reflection, and life experience to her work.
Contact: P: 403.679.2683 | E: michelle@michelleneustaedter.com
Schedule a consult at www.schedulicity.com/scheduling/EESEAA
Podcast: motivation moments with Michelle
Blog: https://livethefulfilledlife.wordpress.com/
Women in the Financial Services Industry. Episode 39
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1) Explore the difficulty of recruiting women into this field.
2) How much does history have an impact on this challenge?
3) How do we balance the numbers going forward?
Guests: Meghan Vallis, VP for Western Canada for Equitable Life; Libby Wildman, partner at Davis Rea Ltd.
Meghan Vallis
As the Group Sales Vice President for Western Canada at Equitable Life Meghan Vallis leads the Western sales team. She is passionate about helping Advisors succeed to transform their client’s employee benefit experience to what Meghan calls braggable benefits. Her 15-year career has been centered around three pillars: building meaningful relationships, embracing innovative technology and solutions, and harnessing the potential in others to achieve strategic goals while also supporting them as an individual.
https://www.equitable.ca/
Libby Wildman
Libby Wildman, is a partner of Davis Rea Ltd. and creator of Liminal Escapes. Libby’s approach to building a business in the financial services industry is centered around the whole person and creating a relationship with them. She has been in this business for over 3 decades and has mentored many and involved in a number of charities.
Using Technology to Grow Your Insurance Business. Episode 38
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1. The beginning of Trufla.
2. Helping brokers to be found on the internet.
3. Setting a broker up for success.
4. Increasing efficiency with technology.
5. Why Egypt?
Guest: Sherif Gemayel
Sherif is an entrepreneur who is passionate about disrupting the traditional way insurance is done. He uses trends from other industries to help navigate through this unchartered territory, which has led him to build one of the most innovative brokerages in Canada; Sharp Insurance. The knowledge and firsthand experience he has gleaned from Sharp Insurance inspired him to launch Trufla Technology which provides brokers with a complete digital transformation solution their brokerages.
The Insurance Broker Always Rings Twice. Episode 37
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1) Why to always go above and beyond.
2) 17 tips for building your business (some are):
– Enjoy yourself;
– Your word is your bond;
– Your to-do list;
– Respect your competitors.
Guest: Joel Cadesky
Joel was born and lived in Owen Sound Ont until he went to University of
Guelph where he graduated with a general BA with a sociology major. He
continued his education by going to teacher’s college at Western
University and then taught for several years in Aylmer, Ontario.
In 1978 Joel started a new career in the insurance industry and moved
his family to Toronto. Joel has successfully built his business and
career and continues to sell group benefits and also individual products
such as life insurance, mortgage insurance, income replacement insurance
and critical illness insurance to name a few.
In his off time, he is an avid sports enthusiast watching baseball,
hockey, basketball and golf on TV. He has an avid interest in watching
the entertainment provided by Professional Wrestling- having been to 3
Wrestlemanias-#6,11 and 18.
Dave Patriarche and "Selling Benefits" Understanding Selling Group Insurance Part 2. Episode 36
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1) The creation of Canadian Group Insurance Brokers.
2) The importance of having a mentor.
3) Never stop asking questions.
4) Even one person can make lasting change.
5) Outsourcing tasks you’re not strong in.
6) The advantages to specializing.
Guest: Dave Patriarche-Employee Benefits Specialist, Association Founder, Educator & Bestselling author.
Dave Patriarche founded Mainstay in 1996 to provide employee benefits to small business. A strong believer in continuing education in this area, he started a small networking group in 2003, which evolved into Canadian Group Insurance Brokers, an organization dedicated to supporting continuing education for the benefits industry.
Dave is recognized as a leader in the benefits industry, a contributor to industry publications, a mentor and resource to benefit brokers and an active participant in industry think tank groups.
Dave Patriarche and "Selling Benefits" Understanding Selling Group Insurance Part 1. Episode 36
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1) Discuss his book “Selling Benefits”.
2) Selling Group Benefits to small and medium sized businesses.
3) When to walk away from a client.
4) Why rate shopping hurts the client.
5) The benefits of educating your clients.
6) The importance of storytelling.
Guest: Dave Patriarche-Employee Benefits Specialist, Association Founder, Educator & Bestselling author.
Dave Patriarche founded Mainstay in 1996 to provide employee benefits to small business. A strong believer in continuing education in this area, he started a small networking group in 2003, which evolved into Canadian Group Insurance Brokers, an organization dedicated to supporting continuing education for the benefits industry.
Dave is recognized as a leader in the benefits industry, a contributor to industry publications, a mentor and resource to benefit brokers and an active participant in industry think tank groups.
In Conversation with Greg Pollock of Advocis. Episode 35
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1) The importance of education for financial advisors.
2) The importance of title regulation for financial advisors.
3) What Advocis does for its members.
Guest: Greg Pollock is the President and CEO of Advocis, The Financial Advisors Association of Canada.
Greg is responsible for providing effective strategic leadership and direction and oversees all aspects of Advocis’s day-to-day activities. He is also the Chief Operating Officer of The Institute, the leading designation body in Canada for financial services practitioners in the areas of wealth transfer, estate planning and living benefits.
Prior to joining Advocis in 2008, Greg was general secretary of the 43,000-member Ontario English Catholic Teachers’ Association (OECTA).
Greg is a CERTIFIED FINANCIAL PLANNER® Professional and has a Chartered Director designation from McMaster University’s DeGroote School of Business. He has both a Master of Laws degree from York University’s Osgoode Hall Law School and a Master of Educational Administration from the University of Toronto. In 2012, he was awarded the Diamond Jubilee Medal for his contribution to the teaching profession in Canada.
Managing Wealth is a Family Affair Part 2. Episode 34
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1) Financial literacy for 14 – 18yrs old.
2) Approaches to take when introducing financial literacy.
3) Some important financial management principles.
4) What is compound interest?
5) What is dollar cost averaging?
6) Explanation of a Family Office.
7) The benefit to an advisor.
Guest: Alphil Guilaran, Co-Founder at Financial Literacy Counsel (FLC).
Alphil was born and raised in Vancouver by immigrant parents from the Philippines. Alphil graduated from University of British Columbia with a degree in Political Science in 2000. He has worked for both CIBC World Markets and RBC Capital Markets. Alphil has a passion to “build financially literate generations” through teaching and financial coaching. He teaches financial literacy with a unique emphasis on helping Canadians get their financial houses in order, become retirement ready, and train heirs and beneficiaries to be financially responsible.
Alphil is a lifetime member of the Million Dollar Roundtable.
