The MacMillan Estate Planning Team

The Strongroom Radio - Estate Planning Conversations

Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, law firms and accountancy firms.

Author

The MacMillan Estate Planning Team

Category

Education

Podcast website

soundcloud.com

Latest episode

Oct 6, 2025

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Episodes

2 - What Kinds Of Trusts Are Most Popular Right Now? 04.06.2022

Founder and CEO of MacMillan Estate Planning, Sheri MacMillan, joins host Wayne Nelson to discuss the expected fall wealth tax, the 2022 Canadian census, and how comprehensive estate planning should be taken advantage of now, rather than later.

1 - How Can Unique Trusts Protect Wealth? 04.06.2022

Founder and CEO of MacMillan Estate Planning, Sheri MacMillan, joins host Wayne Nelson to discuss the expected fall wealth tax, the 2022 Canadian census, and how comprehensive estate planning should be taken advantage of now, rather than later.

How Can You Protect Yourself From The Expected Income Tax Changes? 07.05.2022

Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.

What can Wealthy Families, Retirees, Small Business Owners Do To Protect Their Wealth And Estate? 07.05.2022

Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.

How Are The Changes To Minimum Tax Going To Affect Canadians? 07.05.2022

Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.

What Aspects Of The Budget Will Directly Impact The Affluent And Wealthy? 07.05.2022

Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.

1 Provincial And Federal Budgets, Tax Exemptions, Trusts, Giant TFSA 07.03.2022

Sheri MacMillan chats with Wayne Nelson at QR77 about the recent provincial budgets, what to expect for the federal budget, the Emergencies ACt, protecting your wealth, trust planning, tax planning, and much more.

4 Investment Trusts, Trust Planning, Protecting Your Nest Egg, Inheritance, Webinars 07.03.2022

Sheri MacMillan chats with Wayne Nelson at QR77 about the recent provincial budgets, what to expect for the federal budget, the Emergencies ACt, protecting your wealth, trust planning, tax planning, and much more.

3 Custom Trusts, Trust Planning, Principal Guarantee, Trust Law, Probate 07.03.2022

Sheri MacMillan chats with Wayne Nelson at QR77 about the recent provincial budgets, what to expect for the federal budget, the Emergencies ACt, protecting your wealth, trust planning, tax planning, and much more.

2 Emergencies Act, Investment Trusts, Wealth Protection 07.03.2022

Sheri MacMillan chats with Wayne Nelson at QR77 about the recent provincial budgets, what to expect for the federal budget, the Emergencies ACt, protecting your wealth, trust planning, tax planning, and much more.

062621 Macmillan - Seg4 26.06.2021

With Covid restrictions due to lifted on Canada Day, and the markets up, Canadians are starting to feel more positive than they have for a very long time. The sun is out, and the light at the end of the tunnel feels within our grasp. Covid brought into sharp focus the need to plan. And although government spending looks like it has had a positive impact on the economy today, governments will need...

062621 Macmillan - Seg3 26.06.2021

With Covid restrictions due to lifted on Canada Day, and the markets up, Canadians are starting to feel more positive than they have for a very long time. The sun is out, and the light at the end of the tunnel feels within our grasp. Covid brought into sharp focus the need to plan. And although government spending looks like it has had a positive impact on the economy today, governments will need...

062621 Macmillan - Seg2 26.06.2021

With Covid restrictions due to lifted on Canada Day, and the markets up, Canadians are starting to feel more positive than they have for a very long time. The sun is out, and the light at the end of the tunnel feels within our grasp. Covid brought into sharp focus the need to plan. And although government spending looks like it has had a positive impact on the economy today, governments will need...

062621 Macmillan - Seg1 26.06.2021

With Covid restrictions due to lifted on Canada Day, and the markets up, Canadians are starting to feel more positive than they have for a very long time. The sun is out, and the light at the end of the tunnel feels within our grasp. Covid brought into sharp focus the need to plan. And although government spending looks like it has had a positive impact on the economy today, governments will need...

050121 - Macmillan Seg.4 01.05.2021

We are entering an age of unprecedented wealth transfer. Over the next decade inheritances are expected to hit over $1 trillion in Canada. Inheritances are complicated beasts. There are many decisions and strategies to consider. Regardless, death is an inevitable reality for everyone, and so are the resulting complexities of estate planning. With us today is Sheri MacMillan to discuss some of the...

050121 - Macmillan Seg.3 01.05.2021

We are entering an age of unprecedented wealth transfer. Over the next decade inheritances are expected to hit over $1 trillion in Canada. Inheritances are complicated beasts. There are many decisions and strategies to consider. Regardless, death is an inevitable reality for everyone, and so are the resulting complexities of estate planning. With us today is Sheri MacMillan to discuss some of the...

050121 - Macmillan Seg.2 01.05.2021

We are entering an age of unprecedented wealth transfer. Over the next decade inheritances are expected to hit over $1 trillion in Canada. Inheritances are complicated beasts. There are many decisions and strategies to consider. Regardless, death is an inevitable reality for everyone, and so are the resulting complexities of estate planning. With us today is Sheri MacMillan to discuss some of the...

050121 - Macmillan Seg.1 01.05.2021

We are entering an age of unprecedented wealth transfer. Over the next decade inheritances are expected to hit over $1 trillion in Canada. Inheritances are complicated beasts. There are many decisions and strategies to consider. Regardless, death is an inevitable reality for everyone, and so are the resulting complexities of estate planning. With us today is Sheri MacMillan to discuss some of the...

Tax Planning For The 2020 Tax Season - Part 4 06.03.2021

Tax Planning For The 2020 Tax Season - Part 4 by The MacMillan Estate Planning Team

Tax Planning For The 2020 Tax Season - Part 3 06.03.2021

Tax Planning For The 2020 Tax Season - Part 3 by The MacMillan Estate Planning Team

Tax Planning For The 2020 Tax Season - Part 2 06.03.2021

Tax Planning For The 2020 Tax Season - Part 2 by The MacMillan Estate Planning Team

Tax Planning For The 2020 Tax Season - Part 1 06.03.2021

Tax Planning For The 2020 Tax Season - Part 1 by The MacMillan Estate Planning Team

A Hopeful Message Of Security For Your Legacy - Part 4 03.02.2021

A Hopeful Message Of Security For Your Legacy - Part 4 by The MacMillan Estate Planning Team

A Hopeful Message Of Security For Your Legacy - Part 3 03.02.2021

A Hopeful Message Of Security For Your Legacy - Part 3 by The MacMillan Estate Planning Team

A Hopeful Message Of Security For Your Legacy - Part 2 03.02.2021

A Hopeful Message Of Security For Your Legacy - Part 2 by The MacMillan Estate Planning Team

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