1) Charitable Donation Recipients.
2) Charitable Non-Refundable Tax Credit.
3) Charitable Gifts, Crown Gifts, Cultural Gifts and Ecological Gifts.
4) Donating Capital Property.
5) Donations While Alive versus via a Will.
6) Charitable Remainder Trust.
7) Using Life Insurance.
8) Donating Qualified Publicly Traded Securities.
Guest: Michelle Coleman
Michelle is a member of MNP’s Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals.
Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term.
Michelle’s services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate.
Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada’s In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020.
Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019.
Contact:
Michelle D. Coleman, CPA, CA, TEP, CEA
PARTNER, TAXATION SERVICES
DIRECT 780.733.8622
PH. 780.451.4406
FAX 780.454.1908
TOLL FREE 1.800.661.7778
10235 101St N.W. Suite 1600
Edmonton, AB T5J 3G1
michelle.coleman@mnp.ca
mnp.ca
Success and What It Takes to be Successful – Part 2 | Episode 48
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1) Rod’s Greatest Lesson.
2) A Little Help from a Friend.
3) Your State of Mind.
4) Eastern Influence.
5) Be Around the Right People.
6) Rod’s Personal Legacy.
Guest: Rod Burylo
Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review Committee, for Axcess Capital Advisors. He has worked throughout the financial services for a wide variety of companies in roles that include CCO, CFO and Director.
For over 30 years, Rod has been designing and delivering continuing education as a writer and speaker on the topic of business ethics ethics and professional responsibility for several designation and registration categories, including CPA, CFP, PBA and IIROC. He is a 2004 Canadian Advisor of the Year Award winner, 2019 Champion of Financial Literacy Award Finalist, and author of three books, including The Wealthy Buddhist (2019).
Rod also consults to boards and leadership teams on topics that include governance, communications strategy, and regulatory compliance. He has served on the board of public and private companies, as well as professional associations and not for profits, including the National Exempt Market Association, Foundation for the Advancement of Entrepreneurship, and the Public Business Accountants Society.
Success and What It Takes to be Successful – Part 1 | Episode 48
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1) The Importance of Setting Goals.
2) The Meaning of Success.
3) Setting Yourself Apart from the Competition.
4) Being in the Right Environment for Success.
5) 3 Habits for Success.
Guest: Rod Burylo
Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review Committee, for Axcess Capital Advisors. He has worked throughout the financial services for a wide variety of companies in roles that include CCO, CFO and Director.
For over 30 years, Rod has been designing and delivering continuing education as a writer and speaker on the topic of business ethics ethics and professional responsibility for several designation and registration categories, including CPA, CFP, PBA and IIROC. He is a 2004 Canadian Advisor of the Year Award winner, 2019 Champion of Financial Literacy Award Finalist, and author of three books, including The Wealthy Buddhist (2019).
Rod also consults to boards and leadership teams on topics that include governance, communications strategy, and regulatory compliance. He has served on the board of public and private companies, as well as professional associations and not for profits, including the National Exempt Market Association, Foundation for the Advancement of Entrepreneurship, and the Public Business Accountants Society.
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.
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.
Managing Wealth is a Family Affair Part 1. Episode 34
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1) Why it’s important to start the education of financial literacy early in life.
2) 3 steps to good money management habits.
3) How an independent advisor can add value in this process.
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.
1) Brief history of MDRT.
2) Worldwide membership.
3) What it takes to become a member.
4) About MDRT Academy.
5) Advantages of membership.
6) After qualifying, what’s next?
7) How membership has helped both personally and professionally.
Guest: Regina Bedoya, CLU, ChFC.
Regina Bedoya has been a member of MDRT for 28 years and is their Immediate Past President. She also has 7 Court of the Table and 4 Top of the Table honours. She is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Regina is president of RB Financial Advisors, a financial consulting firm specializing in retirement and insurance planning. Her volunteerism within MDRT includes speaking at several Annual Meetings and international industry conferences. She has been the recipient of the Irvin Konter Award, was named Prudential Palm Beach’s Agent of the Year twice, and is the recipient of the American Free Enterprise Companion Medal awarded by Palm Beach Atlantic University.
1) How FLC began and why they discovered the importance of teaching financial literacy.
2) Who FLC serves.
3) What is a family office.
4) Why teaching multi generations about financial literacy is important in preserving and building wealth.
5) The different financial literacy programs in elementary schools, high schools, and Universities.
6) Final thoughts and suggestions.
Guest: Alphil Guilaran, Co-Founder at Financial Literacy Counsel (FLC).
Alphil was born and raised in Vancouver by immigrant parents from the Philippines.
He 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. Aside from setting up financial literacy programs in and around Vancouver, Alphil is a lifetime member of the Million Dollar Roundtable.
– Why social media is important to the financial services industry.
– Finding the sweet spot in the number of posts per day.
– Engaging your followers.
– Which platform works best for financial services.
– The value of paid ads.
– How else to engage with your network and connections.
Guest: Megan Lockhart, the founder of a digital marketing company Hello Life Academy.
Megan is a mother of two, dog owner, online store owner and volunteers her time with the women’s shelter local to her area. She loves helping small business owners understand and create amazing marketing plans that increase their audience size ultimately increasing their sales.
Contact:
You can find Megan at www.hellolifeacademy.com.
1) Charitable Donation Recipients.
