Nov 27, 2024

David has a conversation with Cynthia Kraft founder of Family Branch and Root.

With over 20 years of experience, Cynthia shares her journey from genealogy to estate advisory.

Their conversations range from addressing family dynamics, choosing the right executor, and navigating modern-day challenges like...

Nov 26, 2024

David's guest is Debbie Stanley, CEO and senior estate administrator of ETP Canada.

With over a decade of experience guiding grieving families through the complexities of estate management, Debbie and David talk about the role of a corporate trustee, why more individuals are opting for professional expertise over...

Nov 20, 2024

In this episode David talks with Peter Morrison, a financial planner from Executors Friend.

Peter shares his story and explains his job helping people who are executors—those in charge of handling someone's estate when they pass away.

He talks about the importance of being prepared, organizing important documents,...

Nov 13, 2024

As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of  Financial Concierge.

It is Jill's mission is to guide vulnerable families, busy professionals, and older adults as they navigate the complexities of estate planning.

In this episode Jill shares her insights on the...

Nov 6, 2024

Do you have a will? If the answer is no, or you're unsure when you last updated it, this episode is a must-listen.

David welcomes back Bruce Young, an expert in estate and trust advisory services, for a conversation on the importance of making and maintaining a will during part 1 in a series during 'Make A Will...