Matters Beyond Wealth

Some decisions you make are financial. Some are deeply personal. The ones that matter most are both. 

Through thoughtful, candid conversations with experts across Canadian law, health, finance and more, each episode offers perspective and practical insights to help you navigate important and complex issues - from managing family drama around the cottage, to safeguarding aging parents from abuse and making end-of-life choices.

Episodes

Oct 1, 2024

26 min

We compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trusts
To discuss this topic, Leanne is joined by Barbara Kimmett, partner at the law firm of Bennett Jones

Oct 1, 2024

26 min

Sep 17, 2024

19 min

Learn what bare trusts are and if the tax implications apply to you.
To discuss this topic, Leanne is joined by Paul Taylor, partner at BLG.

Sep 17, 2024

19 min

Sep 3, 2024

16 min

Listen in as we explore what beneficiaries can expect from executors during the estate settlement process
To discuss this topic, Leanne is joined by Tom Grozinger, principal trust specialist here at RBC Royal Trust

Sep 3, 2024

16 min

Aug 20, 2024

19 min

Tell the story of how you lived and want to be remembered by writing your own obituary
To discuss this topic, Leanne is joined by Sandra Martin, award-winning journalist, columnist, and contributing writer for The Globe and Mail

Aug 20, 2024

19 min

Aug 6, 2024

18 min

Retirement is not what it used to be. Learn tips for maintaining emotional health and happiness after leaving the workforce
To discuss this topic, Leanne is joined by Dr. Shaun Murphy, retired Organizational Psychologist and Management Consultant

Aug 6, 2024

18 min

Jul 23, 2024

23 min

Pre-planning your funeral protects your loved ones. Learn how you can make it as special and unique as you are.
To discuss this topic, Leanne is joined by Jeffrey Weafer, president of the Funeral Services Association of Canada

Jul 23, 2024

23 min

Jul 9, 2024

21 min

Learn how changes to the capital gains inclusion rates impacts estates, trusts, the family cottage and other property
To discuss this topic, Leanne is joined by Prashant Patel, vice president of High Net Worth Planning Services, RBC Family Office Services

Jul 9, 2024

21 min

Jun 25, 2024

18 min

Can we truly reset our biology to defy our calendar age, and reboot our bodies back to our decades younger selves?
To discuss this topic, Leanne is joined by Dr. Michael Roizen, anesthesiologist, internist and global chief wellness officer at the Cleveland Clinic

Jun 25, 2024

18 min

Jun 11, 2024

14 min

We dive into the future of senior living, beyond conventional options, offering new opportunities that offer support while maintaining a fulfilling lifestyle
To discuss this topic, Leanne is joined by Elroy Jespersen, a founder of the first dementia village in Canada

Jun 11, 2024

14 min

May 28, 2024

24 min

This is part three of our Quebec-focused episodes. Listen in to learn how common-law couples can navigate their rights and protect their interests in Quebec
To discuss this topic, our guest host Carmela Guerriero is joined by Marcella De Piano, notary at BCF’s Wealth Protection Group
For the French version head to: https://read.rbcwm.com/44T6TcD
 

May 28, 2024

24 min

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