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.

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Autor

The MacMillan Estate Planning Team

Categoria

Education

Site do podcast

soundcloud.com

Último episódio

6 de out de 2025

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Episódios

New Online Tools For Entrepreneurs - Part 1 10.02.2018

Peter talks with Bonnie Elliott from the Business Development Bank of Canada about a new online tool available to entrepreneurs.

Vulnerability Of Email & Phone Scams - Part 2 03.02.2018

Peter speaks with Kelley Keehn on the subject of phone and email scams, and the vulnerability of senerios, in particular.

Vulnerability Of Email & Phone Scams - Part 1 03.02.2018

Peter speaks with Kelley Keehn on the subject of phone and email scams, and the vulnerability of senerios, in particular.

Recent Changes In Government Tax Policies - part 2 27.01.2018

Peter talks with Michael Wolfson, former assistant chief statistician at Statistics Canada about his perspective on the most recent changes in government tax policy. He also speaks with Brenda Prysko of Aon Hewitt about defined benefit and defined contribution pension plans and how good planning can incorporate these funds into effective use during retirement years.

Recent Changes In Government Tax Policies - part 1 27.01.2018

Peter talks with Michael Wolfson, former assistant chief statistician at Statistics Canada about his perspective on the most recent changes in government tax policy. He also speaks with Brenda Prysko of Aon Hewitt about defined benefit and defined contribution pension plans and how good planning can incorporate these funds into effective use during retirement years.

Defined Benefit Pension Plans - Part 2 20.01.2018

Peter talks with Brenda Prysko from Aon Hewitt about defined benefit pension plans and with Michael Wolfson, a member of the Centre for Health Law, Policy & Ethics at the University of Ottawa about recent changes to the Income Tax Act.

Defined Benefit Pension Plans - Part 1 20.01.2018

Peter talks with Brenda Prysko from Aon Hewitt about defined benefit pension plans and with Michael Wolfson, a member of the Centre for Health Law, Policy & Ethics at the University of Ottawa about recent changes to the Income Tax Act.

Building a life plan that encompasses your goals and ambition - Part 2 13.01.2018

Peter talks with Sheri MacMacMillan and Henry Villeneueva about getting your financial house in order and building a life plan that encompasses what you want to achieve and defines how you expect to reach your goals.

Building a life plan that encompasses your goals and ambition - Part 1 13.01.2018

Peter talks with Sheri MacMacMillan and Henry Villeneueva about getting your financial house in order and building a life plan that encompasses what you want to achieve and defines how you expect to reach your goals.

Are There Tax Implications For Spending Your Retirement Years Out Of Country? Part 2 06.01.2018

Peter talks with Sheri MacMillan about spending retirement years out of the country and possible tax implications.

Are There Tax Implications For Spending Your Retirement Years Out Of Country? Part 1 06.01.2018

Peter talks with Sheri MacMillan about spending retirement years out of the country and possible tax implications.

Explore Common Myths Surrounding Wills - Part 2 30.12.2017

Peter speaks with Sheri MacMillan about wills and the myths that surround them

Explore Common Myths Surrounding Wills - Part 1 30.12.2017

Peter speaks with Sheri MacMillan about wills and the myths that surround them

The Sheldrick Trust - Part 2 23.12.2017

Peter talks with Brian Keating and Rob Brandford about the Sheldrick Trust, an African elephant refuge.

The Sheldrick Trust - Part 1 23.12.2017

Peter talks with Brian Keating and Rob Brandford about the Sheldrick Trust, an African elephant refuge.

A Follow Up On The Changes Of The Federal Income Tax Act - Part 2 16.12.2017

Peter follows up with changes to the federal income tax act.

A Follow Up On The Changes Of The Federal Income Tax Act - Part 1 16.12.2017

Peter follows up with changes to the federal income tax act.

Canadian Views On The Proposed Tax Changes - Part 2 09.12.2017

Peter talks with Alberta Senator Doug Black, who is part of the Senate Finance Committee which has gone across the country in the past three months to collect Canadian viewpoints on proposed tax changes. Dan Kelly heads the Canadian Federation of Independent Business and says the government need to back off on trying to implement these changes be January 1st.

Canadian Views On The Proposed Tax Changes - Part 1 09.12.2017

Peter talks with Alberta Senator Doug Black, who is part of the Senate Finance Committee which has gone across the country in the past three months to collect Canadian viewpoints on proposed tax changes. Dan Kelly heads the Canadian Federation of Independent Business and says the government need to back off on trying to implement these changes be January 1st.

An Aging Workforce - Part 2 02.12.2017

Peter speaks with Colin Busby, from the C.D. Howe Institute about the implications of people working past the normal retirement age and a greying workforce.

An Aging Workforce - Part 1 02.12.2017

Peter speaks with Colin Busby, from the C.D. Howe Institute about the implications of people working past the normal retirement age and a greying workforce.

A Discussion With FAIR Canada On Financial Abuse Of Seniors - Part 1 25.11.2017

Peter talks with Marian Passmore - co author of a research paper co-published by FAIR Canada and the Canadian Centre for Elder law about financial abuse of Seniors. Marian is director of policy at FAIR Canada, a national voice for investors in securities regulation.

A Discussion With FAIR Canada On Financial Abuse Of Seniors - Part 1 25.11.2017

Peter talks with Marian Passmore - co author of a research paper co-published by FAIR Canada and the Canadian Centre for Elder law about financial abuse of Seniors. Marian is director of policy at FAIR Canada, a national voice for investors in securities regulation.

Investing strategies within the context of your life plan - Part 2 18.11.2017

Peter talks with Norman Ewing and Lisa Handfield about investing strategies within the context of your life plan.

Investing strategies within the context of your life plan - Part 1 18.11.2017

Peter talks with Norman Ewing and Lisa Handfield about investing strategies within the context of your life plan.

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