Your Estate Matters

In this week's episode of Your Estate Matters, Nicole and Greg welcome Shelly Appleton-Benko, Vice President, Director and Portfolio Manager at Odlum Brown. The discussion covers wealth management, multigenerational wealth planning, and the importance of legacy. Shelly shares her career journey, community involvement, and methods for teaching her children financial responsibility. She emphasiz...

In this week's episode, Nicole and Greg welcome Cindy Radu, a family wealth transition advisor, to discuss the intricate journey of wealth transition and the importance of understanding wealth holistically. Cindy shares her unique career path and emphasizes the significance of governance structures, family dynamics, and the multifaceted nature of wealth, which includes social, human, intellect...

In this week's episode Nicole and Greg discuss estate settlement services with guest Susan Mendel, co-owner of True North Executor Solutions. Susan shares her personal experiences with grief, which have shaped her empathetic approach to estate management. The episode covers the complexities of managing physical assets, dealing with hoarding, navigating family dynamics, and the importance of th...

In this week's episode, Nicole and Greg discuss the importance of financial planning and estate management with Brian Brotherston, an experienced financial planner and owner of Watershed Financial Solutions. Brian shares insights on how tailored financial advice can help Canadians navigate complex financial decisions, emphasizing the role of insurance, segregated funds, and trusts in effective...

In this week's episode, Nicole and Greg discuss family offices with guest Steve Ivacko, a partner at MNP Family Office Services. Steve, with nearly 20 years of experience, explains the structure and benefits of single-family and multi-family offices. He highlights the services offered, such as transition, mapping, and administrative support, and clarifies that family offices are not just for t...

In this week's episode, co-hosts Nicole and Greg are joined by Rebecca Cynader, a tax lawyer and partner at Scion Law LLP. The discussion delves into the complexities of estate planning under Canadian tax law, focusing on the tax implications of death, including deemed disposition, capital gains, and spousal rollovers. Rebecca explains strategies to mitigate taxes, such as postmortem planning,...

In this episode, Nicole and Greg chat with Lilián Cazacu, an award-winning notary public and entrepreneur in the Fraser Valley. Lilián shares his journey from being a trained lawyer in Europe to becoming a notary public in Canada, discussing the challenges faced by immigrants and the importance of community involvement. The episode explores the differences between notaries and lawyers, the service...

In today's episode, Nicole and Greg discuss succession planning for family businesses with David Diebolt, a partner at Manning Elliott LLP . David shares his journey into accounting and emphasizes the importance of early and strategic planning for business transitions. The conversation highlights the significant role of SMEs in Canada's economy and the challenges faced by business owners,...

In this episode of Your Estate Matters, Nicole and Greg engage with Grant Conroy, a portfolio manager at Genus Capital Management . The discussion centers on family wealth, legacy building, and holistic wealth stewardship. Grant shares his journey from London's trading floors to wealth management, influenced by personal changes and family connections. He emphasizes viewing wealth beyond financ...

In this episode, Nicole and Greg discuss digital asset planning with Geoff Costello, a Vancouver-based lawyer and digital asset expert. The conversation covers the nature of digital assets, focusing on cryptocurrencies and NFTs. Geoff explains the decentralized nature of cryptocurrencies, the role of cryptography, and the concept of mining. He highlights challenges in estate administration, the ev...

In this episode of Your Estate Matters, Greg and Nicole discuss the critical role of business valuation in estate planning with Chartered Business Valuator Kiu Ghanavizchian . They explore the importance of accurate valuations, the challenges faced in the process, and creative solutions for disputes. The conversation also touches on succession planning, shareholder agreements, and interesting valu...

In this episode of Your Estate Matters, Greg and Nicole discuss the importance of financial planning in the context of estate planning with Sandy Abley, a certified financial planner and estate lawyer at Onyx Law Group . The conversation covers various aspects of estate planning, including the role of financial planners, building a team of advisors, understanding financial designations, and the si...

In this episode of Your Estate Matters, Nicole and Greg discuss the intricacies of estate administration with expert Jeff Bichard from Scion Law LLP . The conversation covers the role and responsibilities of an executor, the probate process, and the importance of proper estate planning. Listeners gain insights into the duties of executors, including managing assets, paying debts, and ensuring fair...

In this episode of Your Estate Matters, Nicole and Greg discuss the importance of estate planning with lawyer Navrita Brar. They explore the demographics of estate planning in Canada, the essential documents needed, complexities such as blended families, and the importance of building a reliable team of advisors. The conversation also covers the costs associated with estate planning and the potent...

In this episode of Your Estate Matters, Nicole and Greg delve into the complexities of estate administration, sharing intriguing and sometimes bizarre scenarios they've encountered. They discuss the process of exhuming bodies for DNA testing in cases of intestacy, unusual funeral requests, family conflicts that arise during estate settlements, and the critical importance of proper estate plann...

In this episode of Your Estate Matters, Greg and Nicole discuss the importance of professional executors in estate planning. They explore various scenarios where a professional executor may be necessary, the benefits of hiring one, such as professionalism and neutrality, as well as the potential downsides. The conversation emphasizes the need for families to weigh the pros and cons of appointing a...

In this episode, Nicole and Greg discuss estate property sales with Allison Gorwill, a realtor and mortgage broker from Sotheby's International Realty Canada. The conversation covers selecting a knowledgeable realtor, understanding the probate process, and the executor's responsibilities in preparing an estate property for sale. Allison emphasizes the importance of necessary documentation,...

Our guest is Linda Chu, a seasoned professional organizer and move manager with a passion for bringing order to chaos. With over two decades of experience in the industry, Linda has honed her skills in decluttering, organizing, and facilitating smooth relocations for her clients. Her commitment to creating functional, harmonious spaces stems from her belief that a well-organized environment foster...

Welcome to the official trailer for Your Estate Matters. The first episode of this weekly series will drop on Thursday, September 12! -- Follow Heritage Trust Company: Website - https://heritagetrustcompany.ca/ LinkedIn - https://www.linkedin.com/company/heritagetrustco/ Facebook - https://www.facebook.com/heritagetrustbc/ X - https://x.com/heritagetrustco Instagram - https://www.instagram.com/her...