You don’t need a podcast to tell you that estate planning is tough but necessary. It can be stressful, it can be messy, and it can be the source of conflict and confrontation—but it doesn’t have to be. Larry and Kimberley Short are Partners at ShortFinancial with iA Private Wealth and partners in life. They’ve combined their knowledge and experience to write The Last Act: Closing the Book on Your Finances, a guide to everything estate planning. Today Larry and Kimberley will join us to talk...

This season of the podcast looks at retirement in Canada and what people of all ages can do, both now and in the future, to retire comfortably. Expert guests discuss everything from how much you should be saving to handling conflict when planning your estate. If you know your options and make the right decisions, the path to thriving in retirement may not be as difficult as you think. This episode is made possible by the generous support of our national development sponsor, Canada Life.

This season of the podcast focuses on important money conversations to have with those close to you. Talking about money can often be uncomfortable and in some cases be considered inappropriate or taboo, but it really shouldn’t be. Conversations with your children, friends, parents, and more are all touched on.

This season of the podcast focuses on important money conversations to have with those close to you. Talking about money can often be uncomfortable and in some cases be considered inappropriate or taboo, but it really shouldn’t be. Conversations with your children, friends, parents, and more are all touched on.

This season of the podcast focuses on important money conversations to have with those close to you. Talking about money can often be uncomfortable and in some cases be considered inappropriate or taboo, but it really shouldn’t be. Conversations with your children, friends, parents, and more are all touched on.

This season of the podcast focuses on important money conversations to have with those close to you. Talking about money can often be uncomfortable and in some cases be considered inappropriate or taboo, but it really shouldn’t be. Conversations with your children, friends, parents, and more are all touched on.

This season of the podcast focuses on important money conversations to have with those close to you. Talking about money can often be uncomfortable and in some cases be considered inappropriate or taboo, but it really shouldn’t be. Conversations with your children, friends, parents, and more are all touched on.

How can you prepare your teenager for financial responsibility? What are the most significant obstacles today’s teens are facing in developing good spending and saving habits, and how can parents work around them? Raising kids in today’s digital world comes with many challenges, but we’d like to help with the all-important conversations around money. Join our expert Robin Taub, CPA, CA, parent, and award-winning author of Raising Money-Smart Kids: How to Teach your Kids about Money While...

The loss of a loved one is devastating and can take a toll on women physically, mentally, and financially. This episode features guest Kimberley Short, CIM®, CFP®, FCSI®, MFA-P™, TEP a principal, portfolio manager, certified financial planner and trust and estate practitioner at ShortFinancial with iA Private Wealth. Kimberly will guide listeners through the process of widowhood, while providing useful information for women on how to deal with money after the death of a spouse, how get a...

Divorce or separation can leave many women wondering what will come of their finances and how they will support themselves, their dependents, and overall lifestyle. For some, this means taking finances into their own hands for the first time ever and learning how to pave the way themselves. This episode, with certified financial planner Léony DeGraaf, CFP, CEA, EPC, will focus on what issues women face when going through a separation or divorce and what they can do to set themselves up for...

Almost a year into the pandemic and it’s hard to believe it’s already approaching tax time again. With a disruptive year in our rearview,  Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Canada, guides listeners through the necessary information this coming tax season. This episode was recorded on January 27, 2021 via Skype. Please note: the topics discussed in this recording are as at the date of the recording, rules may have changed since the recording date. This recording is not...

Let’s face it. Being a mom is a full-time job by itself, add a career on top of that as well as tending to the everyday needs and wants of your kids, and soon not only is your bank account depleting, but so is your time. In this episode, Lisa van de Geyn, freelance writer, editor, mom and author of Babies: How to Afford Your Bundle of Joy, will teach us how to make a plan before having kids, how to budget for becoming a mom and growing a family as well as how to juggle motherhood and a...

It can be difficult to plan our financial future on a normal day, add in a global pandemic and it can make things even more challenging. In this episode, Aurèle Courcelles, CPA, CMA, CFP, TEP, FP Canada™ Fellow explains that “it’s never too late to start” as he breaks down the importance of making a financial plan as well as provides steps you can take to get started today. This episode was recorded on November 26, 2020 via Skype. Want to hear more from Aurèle? Tune into the webinar,...

Starting a career or entering into a new career can be exciting but it also poses unique financial obstacles and challenges for a woman. In this episode, guest Gloria Ng, CPA and podcast host for MISS FINDEPENDENT , sheds light on entering into a new job with a focus on how to set yourself up for success, manage student loans, set goals and establish life-long healthy financial habits. This episode was recorded on June 18, 2021. This episode is made possible by the generous support of our...

Confidence in money decisions comes with knowledge and practice.  Join Lisa Zamparo, CPA, CA, Financial Strategist and founder of the Wellth Company, to explore how to learn about your money, make your money work for you, what steps you can take to gain the confidence to make decisions, the gender gap in risk and investing, and how you can take calculated risks for setting up your financial future.  This episode was recorded on July 8, 2021. This episode is made possible by the generous...

Are you confused about life insurance? How do you know if the life insurance you have is enough? Why is it so hard to talk about something that is so important? In this episode, Graham Rogers, FSA, FCIA, Director of Product and Large-Case Support at Canada Life, helps us understand the ins and outs of life insurance and what we can do to ensure we are informed and protected, especially during these unpredictable times. This episode was recorded via Skype. Want to hear more from Graham? Tune...

This episode explores how women think and relate to money; helping women better understand money in order to find comfort in their own financial lives. Join our expert Vanessa Bowen, CPA, Money Coach and founder of Mint Worthy, as she discusses her challenges around money and how she took ownership of her financial life, while providing insight on how women can gain confidence in dealing with money matters that they tend to avoid. This episode was recorded on June 30, 2021. This episode is...

I was planning to start (or grow) a business in 2020 before the world changed. What do I do now? What options are available to me? Join our expert Lisa Zamparo, CPA, CA, founder of The Wellth Company, as she walks us through her career as an accountant, how she made the transition into entrepreneurship and how she has had to pivot to deal with the disruptions brought on by the pandemic. This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic....

The pandemic has led to one of the largest economic crises in modern history. In this new business environment, many entrepreneurs are showing ingenuity in adapting to post crisis challenges. This episode outlines priorities highlighted in the BDC’s research study focusing on How Entrepreneurs Are Adapting to the Pandemic. Join our expert Pierre Cléroux, Vice President, Research and Chief Economist at Business Development Bank of Canada (BDC), as he walks us through the findings on how...

Like many things, the pandemic has affected the Canadian tax system. This episode provides practical insights on key risks and tax planning opportunities for small businesses. Join our expert Michael Espinoza, CPA, CA, Senior Manager at Grant Thornton as he walks us through his thinking on how small businesses should prepare and plan for the upcoming tax season. This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. This series is made...

We have entered a tentative normal but how long may this last and how do I better prepare my business for future disruptions? Join our expert Saeideh Fard, CPA, CA, Senior Vice President of Finance at PointClickCare as she walks us through her thinking in how a business should prepare and plan for disruptions in the normal course of a business. This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. This series is made possible by the...

It is not always about the numbers. Mental wellness during a crisis is more important than ever. How can small business owners manage their own stress? Join our expert Rebecca Shields from the Canadian Mental Health Association (CMHA) for York and South Simcoe as she walks us through understanding the stigma around mental health; the early warnings signs; why it is important for small business owners to have effective strategies to handle their mental health and strategies to assist with...

With the economic stress brought on by uncertainty, businesses need to re-evaluate their models in a changing world.  Businesses that once thrived, are now not sure if this can be sustained. As a business owner, what questions do I need to be asking? What early indications will I have about the health of my business moving forward?  Join our expert Jamie Smith, CPA, CA from Amplify Advisors and Bearhill as she walks us through her thinking in how a business can re-evaluate their business...

With the economic stress brought on by the uncertainty, businesses need to change to survive. How do I know when I should restructure my business? What questions do I need to consider? How do I communicate tough decisions to my employees and stakeholders? What other questions should I consider? Join our expert Eitan Dehtiar, CPA, CMA, Land and People Planning (LP), as he walks us through his thinking in making the tough decisions around restructuring. This episode is part of our podcast...

Many of us have shifted our work environment in the wake of COVID-19 by creating “virtual home offices.” With this, we face different challenges and considerations, especially when it comes to fraud. In this episode, David Malamed, CPA, CA and court qualified forensic accounting and fraud investigation expert uncovers what employers and employees should be doing to keep intellectual property and company information safe. This episode was recorded via Skype. For more resources, visit...