The Wealth Experience
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Latest Episodes
Federal Budget 2019 Review
Finance Minister, Bill Morneau, tabled the Liberal government’s 2019 federal budget in the House of Commons on March 19, 2019. Tune in to listen to our tax professionals as they provide an overview of the most significant income tax measures announced in.
Engaging Millennials
In today’s episode, Ruth Steverlynck and Deena Chochinov lay out strategies for planning with Millennials rather than for Millennials. As you’re about to discover, it’s an approach that’s likely to achieve far greater success. Ruth is a principal and co-.
Onboarding with Intent
Welcoming someone into the family and helping them gain comfort in their new environment is not as easy as it might seem. Families have long histories, complicated dynamics, different personalities…and plenty of unspoken rules. Tune in to hear Ruth Steve.
Storytelling: More Than Just Words
Ruth Steverlynck and Samantha Reynolds discuss how family storytelling can ease the stress of wealth transition. Ruth is a founder and principal of Your Family Enterprise Advisors Inc.; Samantha is founder and president of Echo Storytelling Agency. Discl.
Market Outlook for 2019
In this episode, a panel of BMO experts provide an update on the markets and what investors can expect for the year ahead. The panel features Brian Belski, Chief Investment Strategist at BMO Capital Markets, Stéphane Rochon, Vice-President & Managing Dir.
Shared Values for Shared Success
Not all values within a family are shared by everyone – but those that are form the bedrock of the most effective, long-lasting decisions. In this episode, Ruth Steverlynck and Michelle Osry reflect on the importance of these shared values, and of having.
Meet The Family - Part 2
Part 2 of 2. Ruth Steverlynck and Paul Attia discuss how formal family meetings can optimize communication patterns – leading to more efficient and successful decision-making. As most Advisors know, one of the most common causes of poor decision-making i.
Meet The Family - Part 1
In Part 1 of the two-part series Ruth Steverlynck and Paul Attia discuss how formal family meetings can optimize communication patterns – leading to more efficient and successful decision-making. As most Advisors know, one of the most common causes of po.