Hosted by Customplan Financial Advisors Inc. · EN · 63 episodes
Established thought leaders with verified media credentials.
Listen-in on conversations with a variety of professionals working in a various fields on topics that matter to you such as Debt Management, Taxation, Estate Planning, Investments and so much more. All in an effort to elevate your Financial IQ and help you make educated decisions.
Customplan Financial Advisors Inc. hosts FinancialPodcast.CA: Interviewing Professionals, a business show with 63 episodes published.
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.
Show notes1) Legal Obligation of Parent to Financially Dependent Child. 2) Legal Obligation of Parent to Adult Child. 3) Legal Obligation of Adult Child to a Parent. 4) Treating Adult Children Equally in a Will. 5) Treating Adult
Show notes1) Holograph Wills. 2) Making an Asset Joint. 3) Mom Keeps Cash Only. 4) Loans to Adult Children. 5) Leaving the House to the Cat. Guest: Shannon James Shannon is an Associate with Carscallen LLP in Calgary. Shannon has
Show notes1) Why Now? 2) Growing Up in Owen Sound. 3) The Teaching Era. 4) Service, Service, Service. 5) A Personal Legacy. Guest: Joel Cadesky. With more than 40 years of experience providing benefits and life insurance advice, J
Show notes1) The “Traditional” Family Unit. 2) Divorcing with Young Children. 3) Second Marriages with Children. 4) A Family Cottage. 5) Owning a Business. Guest: Jonathan Ng Jonathan practices at Underwood Gilholme Estate Lawyers
Show notes1) Succession Planning Defined. 2) Beginning Your Succession Plan. 3) Sole Proprietorships and Partnerships. 4) Common Exit Strategies for a CCPC. 5) Funding Strategies. 6) Estate Freezes. 7) Capital Gains Exemption. Gue
Show notes1) Primary Retirement Goals. 2) When to Begin CPP. 3) RRSP vs TFSA. 4) Pension Credit. 5) Age Credit. 6) Medical Expense Tax Credit. 7) Disability Tax Credit. 8) Individual Pension Plans. Guest: Lesley Bloxham Lesley has
Show notes1) Learn About Your Clients. 2) Learn from the Best in the Business. 3) Believe in Yourself. 4) Take a No and Turn it into a Yes. 5) See People See People See People. Guest: Joel Cadesky With more than 40 years of experi
Show notes1) The Importance of Discipline; 2) A 40 Year Journey Begins; 3) Finding Inspiration; 4) Handling Adversity; 5) Being a Leader; 6) How to Value Clients. Guest: Joel Cadesky With more than 40 years of experience providing
Show notes1) The Exempt Market. 2) The Major Differences. 3) The Risks. 4) How to Purchase Exempt Products. 5) Eligibility for Registered Plans. Guest: Sheila Nielsen I grew up on a farm in rural Alberta and learned many of life’s
Show notes1) The Main Message of The Wealthy Buddhist. 2) A Philosophy. 3) A Beginner’s Mind. 4) Right Livelihood. 5) An Entrepreneur. 6) Ability Trust and Integrity Trust. 7) Spending Mindfully. 8) Investing Mindfully. Rod Burylo
Show notes1) Thinking About the Future. 2) The Importance of Goals. 3) Mentors. 4) A Definition of Success. 5) Learning from Adversity and Failure. 6) Self-Talk. 7) Communication Skills. 8) 3 Key Habits. 9) Deal With the Soft Issu
Show notes1) Expectations Before Retirement. 2) Expectations in Retirement. 3) A Time of Opportunity 4) A Time of Change. 5) Succession Planning. Chris has a leadership background with a focus in the fields of finance, taxation, a
Show notes1) 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 E
Show notes1) 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, FC
Show notes1) The Importance of a Vision for Retirement. 2) Maintaining Discipline in Retirement. 3) A Time of Urgency. 4) A Retirement Blueprint. Chris has a leadership background with a focus in the fields of finance, taxation, a
Show notes1) The Terminal Tax Return. 2) The Various Forms of Income. 3) How the CRA Treats RRSP & RRIF Funds. 4) Strategies to Defer Tax on Registered Funds. 5) How the CRA Treats Pension Funds. 6) How the CRA Treats TFSA Funds.
Show notes1) Sole Proprietor versus Incorporation. 2) Financial Advisor as an Employee. 3) Salary Income versus Dividend Income. 4) Deduction of Basic Expenses. 5) Meals and Entertainment. 6) Membership Fees. 7) Current Expenses v
Show notes1) What is a personal trust? 2) Why use a personal trust? 3) The parties involved in a personal trust. 4) What is a testamentary trust? 5) How a testamentary trust can be used. 6) What is an inter vivos trust? 7) How an
Show notes1) What is a funeral? 2) A public funeral or a private funeral. 3) The purpose of a funeral home. 4) The services a funeral home provides. 5) Documentation involved with a funeral. 6) The costs associated with a funeral.
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FinancialPodcast.CA: Interviewing Professionals is hosted by Customplan Financial Advisors Inc.. The show is categorised under Business (Investing) and has published 63 episodes.
FinancialPodcast.CA: Interviewing Professionals has published 63 episodes.
FinancialPodcast.CA: Interviewing Professionals regularly covers Business, Investing, News. It sits in the Business category, with a Investing focus.
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