In this episode, we’re joined by Greg Taylor, Chief Investment Officer and Portfolio Manager at Purpose Investments. Greg shares his extensive knowledge on Bitcoin and cryptocurrencies, breaking down complex concepts into understandable insights. We dive into the fundamentals of Bitcoin, explore how Spot ETFs work and their benefits for investors, especially those nearing retirement, and discuss the importance of due diligence and regulatory oversight in the crypto space. Whether you’re considering adding Bitcoin to your retirement portfolio or simply want to understand the current landscape of cryptocurrencies, this episode provides essential information and guidance. Join us as we unravel the world of crypto with Greg's expert perspective.

Connect with our Hosts:

Adrian’s LinkedIn

Trevor’sLinkedIn

Connect with out guest:

https://www.linkedin.com/in/greg-taylor-79603b1b/?originalSubdomain=cahttps://www.purposeinvest.com/

Timestamps:

00:00:00 – Introduction to the Episode

00:01:20 – Introducing Greg: Cryptocurrency Expert

00:02:15 – Basic Explanation of Bitcoin

00:05:30 – Spot ETFs vs. Traditional ETFs

00:09:00 – Advantages of Spot ETFs for Investors Nearing Retirement

00:14:20 – Addressing Risks: Due Diligence and Regulatory Oversight

00:19:00 – How Spot ETFs Enhance Investment Safety

00:22:30 – Integrating Bitcoin into Retirement Planning

00:25:00 – Recommended Resources for Further Learning

00:26:15 – Closing Thoughts and Future Developments

00:27:24 – Discussion on the Current State of Bitcoin and Crypto

00:29:00 – Final Reflections on Cryptocurrency's Maturation

00:30:00 – Wrap-Up and ThanksWe'd love to hear from you.

Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.

Book a consultation call here.

In this episode, we welcome Brian Gottheil, Director of Training and Transformation at Bernardi Human Resource Law LLP, who brings a wealth of knowledge on employment law and human resources. Brian delves into the nuances of wrongful dismissal and termination, offering practical advice on handling performance issues with fairness and consistency. He underscores the importance of not letting age-related biases affect how older employees are managed, advocating for equitable treatment and careful performance management across all age groups. As the workforce evolves and retirement timelines shift, Brian explores the challenges faced by older workers and the need for employers to update their practices accordingly. He discusses the significance of avoiding unconscious age discrimination in hiring processes and the value of leveraging the extensive experience that older employees bring to the table. This episode provides insightful strategies for creating an inclusive work environment and managing employees with respect and fairness, regardless of their age. Connect with our Hosts: Adrian’s LinkedIn: https://ca.linkedin.com/in/adrianblake1 Trevor’s LinkedIn: https://ca.linkedin.com/in/millerwealthmanagement Connect with out guest: Brian’s LinkedIn:

https://ca.linkedin.com/in/brian-gottheil-10b07649 Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc. https://www.cherryhillprivatewealth.ca/ https://www.harbourfrontwealth.com Timestamps: 00:00 00:18 – Shift to the Brian’s introduction and background. 01:40 – Discussion on employment law and recent changes. 03:15 – Focus on wrongful dismissal and termination issues. 05:45 – Talk about employee rights and legal protections. 08:22 – Shift to discussing specific cases and examples. 11:10 – Transition to topics related to employer obligations and best practices. 14:30 – Introduction of the topic on performance management. 17:55 – Discussion on age-related issues in the workplace. 21:12 – Focus on managing older employees and biases. 24:38 – Conversation about retirement and the aging workforce. 28:05 – Shift to discussing technology adoption by older workers. 32:45 – Transition to hiring practices and age discrimination. 37:20 – Focus on unconscious bias in hiring decisions. 42:12 – Shift to wrapping up the conversation and final thoughts. We'd love to hear from you. Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here.https://www.cherryhillprivatewealth.ca/contact

In this episode of How Canada Works, we sit down with Sam Pietras, an experienced insurance broker who brings a wealth of knowledge to the table. Sam delves into the nuances of insurance policies, clarifying why claims might be denied and highlighting the importance of understanding your policy's coverage and exclusions. With a background in navigating complex insurance landscapes, Sam provides practical advice on how to review your policy effectively, address common exclusions like faulty workmanship, and ensure you’re adequately protected against unexpected events.

As we conclude our conversation, Sam offers valuable tips for managing your insurance coverage, especially amidst the recent rise in natural disasters such as floods and wildfires. She underscores the importance of staying informed about your policy and being proactive in reviewing it periodically. Whether you're reassessing your current insurance or seeking to better understand your coverage, this episode of How Canada Works provides expert insights to help you make informed decisions and safeguard your assets.

Connect with our Hosts:

Adrian’s LinkedIn

Trevor’s LinkedIn

Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc.

https://www.cherryhillprivatewealth.ca/

https://www.harbourfrontwealth.com

Timestamps:

00:0000:55 - Welcome Back!

02:35 - The Main Role of an Insurance Broker

07:50 - How Insurance Coverage Has Evolved Over Time

14:53 - The Process of Claiming Your Insurance Coverage

18:40 - Does Home Insurance Cover Big-Ticket Items?

22:15 - How Home Insurance Works for Natural Disasters

28:20 - Brokers vs. Adjusters: What’s the Difference?

32:15 - How to Ensure You Get Your Money Back While Reconstructing an Affected House

36:11 - Clearing the Bad Stigma on Life Insurance

40:30 - Why It’s Important to Know Your Insurance Policy

42:30 - How Often Should You Update Your Insurance Policy?

45:15 - Wrapping Up

49:55 - Final Thoughts

We'd love to hear from you.
Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here.

Welcome to How Canada Works! In this episode, we explore holistic wellness and fitness with Raymond Lambert, a dedicated fitness trainer specializing in working with older adults. Based in Oakville, Ontario, Raymond's approach emphasizes tailored fitness routines and nutritional guidance to enhance the health and well-being of his clients. He shares practical insights on how mindset, nutrition, sleep, and exercise intersect to support overall vitality, making it clear that age is not a barrier to achieving fitness goals. Whether you're looking to start a fitness journey later in life or seeking sustainable health strategies, Raymond's expertise offers valuable inspiration and actionable advice for listeners of all ages.

Connect with our Hosts:

Adrian’s LinkedInTrevor’s LinkedIn

Connect with our Guest:

Raymond’s LinkedIn

Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc.

https://www.cherryhillprivatewealth.ca/

https://www.harbourfrontwealth.com

Timestamps:

00:00

01:02 - Introduction of Guest, Raymond Lambert

02:17 - Raymond’s Approach to Fitness and Wellness

06:30 - Challenges and Common Issues in Fitness

10:45 - Importance of Mindset in Fitness

14:15 - Raymond’s Journey in Fitness

18:02 - Practical Tips for Better Sleep

22:35 - Nutrition and Healthy Eating

27:08 - Exercise Routines and Motivation

31:22 - Overcoming Fitness Plateaus

35:31 - Personal Experiences with Fitness

40:56 - Virtual and In-Person Training Options

46:48 - Closing Thoughts and Farewell

We'd love to hear from you.

Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here.

Welcome to the second episode of How Canada Works! Our guest today is Ashley Morais, who has had a rich career as a Financial Advisor at several institutions such as TD and RBC Wealth Management. We’re excited to welcome her to the Cherry Hill Private Wealth - Harbourfront Wealth Management team.

With Ashley, we discuss her career trajectory, what deterred her from continuing to work at big financial institutions, why she chose Harbourfront Wealth Management as her new home, client loyalty, the differences between having your wealth managed by a large institution versus a small one, and much more!

Tune in.

Connect with our Hosts:

Adrian’s LinkedIn

Trevor’s LinkedIn

Connect with our Guest:

Ashley’s LinkedIn

Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc.

https://www.cherryhillprivatewealth.ca/https://www.harbourfrontwealth.com

Timestamps:
00:35 - Introducing Ashley and her impressive journey in the financial industry.

01:27 - Why Ashley Chose Harbourfront

04:52 - Discussing client reactions to Ashley's transition and their loyalty to her.

05:37 - Transitioning to Harbourfront

06:56 - Exploring the deep trust Ashley has built with her clients over the years.

08:32 - Benefits of Moving to Harbourfront

11:27 - Ashley addresses common client concerns about moving to a smaller institution.

12:45 - Ensuring clients their investments remain stable and secure during the transition.

14:02 - Ashley explains the additional investment opportunities now available to her clients.

16:20 - Client Reactions to More Choices

18:15 - Addressing concerns about the safety of clients' money at Harbourfront.
19:48 - Discussing the role of National Bank Independent Network as a custodian.

21:34 - Diverse Investment Options

23:45 - Client Commitment to Moving Over to Harbourfront.

24:26 - Clients Bringing Investments 'In Kind'

25:20 - Continuity in Client Relationships

26:02 - Addressing Concerns About Harbourfront

27:32 - Custodian Assurance

28:39 - Options for GICs and Cash Investments

29:59 - Client Stories and Feedback

30:59 - Wrapping Up

Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.

⁠Book a consultation call here.⁠

We'd love to hear from you.

Welcome to the inaugural episode of How Canada Works! Our first guest is the incredible Jill Fost, Owner of Custom Adventures Inc. Jill has been immersed in the travel industry since 2001, dedicating her career to curating adventurous experiences for her clients. In 2017, she established Custom Adventures Inc. with the mission to craft personalized adventures beyond the realm of mass-market tourism.

Join us in this episode as we delve into Jill’s innovative approach to travel planning, navigating destination selection, overcoming post-COVID travel challenges, debunking age-related misconceptions in travel decisions, and much more.

Tune in—you won’t want to miss out on this enlightening conversation!

Connect with our Hosts:

Adrian’s LinkedIn

Trevor’s LinkedIn

Connect with our Guest:

Jill’s LinkedIn

Custom Adventure’s Website

Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc.

https://www.cherryhillprivatewealth.ca/

https://www.harbourfrontwealth.com

Timestamps:

00:38 - Welcome to our first episode!

00:47 - Introducing today’s guest, Jill Fost

02:22 - Jill’s unique approach to travel planning

04:50 - What is Custom Travel Planning?

06:20 - How to select a country to travel to!

08:35 - Is Custom Traveling expensive?

10:50 - Post-Covid Traveling

14:00 - Bucket List Destinations

15:57 - Traveling North America

18:40 - Avoid this when traveling

19:45 - Age doesn’t matter for having an adventure!

21:10 - Jill’s top destinations

25:50 - Jill’s nightmare travel stories

30:26 - Jill’s top cycling destinations

31:20 - Thank you for coming, Jill

32:00 - Wrapping Up

We'd love to hear from you.

Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.

Book a consultation call here.