Kris Dureau - Podcast Details

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The Ride: Life, Work and WealthCPP 2.0: Everything You Need To Know About The Changes To CPP in 2024 (Ep. 76)Welcome to The Ride: Life Work and Wealth podcast, brought to you by Green Private Wealth, where we empower you to optimize your financial journey. Today’s episode delves into the changes that were made to the Canada Pension Plan in 2024 and what you need to know about them. Key Points Covered: Overview of CPP: Discussing the framework of CPP and how it works. Changes to CPP: Exploring the changes happening this year and how they may impact you. Financial Planning: How will this change your CPP benefit in retirement? Benefits for Listeners: Gain insi...2024-07-1909 min

The Ride: Life, Work and WealthRetirement Regrets: Avoiding Common Pitfalls (Ep. 75)Welcome to The Ride: Life Work and Wealth podcast, brought to you by Green Private Wealth, where we empower you to optimize your financial journey. Today’s episode delves into the often-overlooked aspect of retirement: regrets. While many envision retirement as a golden period, unforeseen challenges can arise, impacting financial stability and overall well-being. Join us as we explore common regrets shared by retirees, offering insights and strategies to navigate these potential pitfalls. Key Points Covered: Spending Habits: Discussing the regret of not spending more in early retirement years and the importance of balancing financial prudence wi...2024-04-2620 min

The Ride: Life, Work and WealthMastering Your Finances: How to Create a Budget that Really Works (Ep. 74)Welcome to The Ride: Life, Work and Wealth Podcast, brought to you by Green Private Wealth. In this episode, hosts Brad Winlaw and Dave Harris dive into a crucial yet often overlooked aspect of financial planning – creating a budget that truly works for you. They break down the steps to demystify budgeting, offering practical advice and strategies to help you take control of your finances. Key Points Covered: Understanding Budget Basics: Brad and Dave discuss the fundamental concept of budgeting, exploring how it involves allocating income to various expenses such as mortgage, groceries, vehicles, and retirement sa...2024-03-2118 min

The Ride: Life, Work and WealthSafeguarding Seniors: Navigating the Digital Landscape of Financial Security (Ep 73)Welcome to The Ride: Life, Work, and Wealth podcast, brought to you by Green Private Wealth, a trade name of Harbourfront Wealth Management. In this episode, hosts Kris Dureau and Mike Pakreslis delve into a crucial and timely topic that affects many: protecting seniors from financial abuse in the digital age. Key Points Discussed: The impact of technology on managing finances and the increased vulnerability of seniors to fraud and abuse. The importance of initiating conversations with seniors about various forms of financial abuse, fostering awareness, and creating a supportive environment. Practical tips for mitigating risks...2024-03-1312 min

The Ride: Life, Work and WealthUnlocking Financial Success: The Power of Certified Financial Planners (Ep 72) Welcome to The Ride, Life Work and Wealth Podcast, proudly brought to you by Green Private Wealth, a trade name of Harborside Wealth Management. Get ready to supercharge your financial journey as we delve into the world of Certified Financial Planners (CFPs). In this episode, Brad Winlaw and Dave Harris, both Certified Financial Planners at Green Private Wealth, break down the benefits of working with a CFP and share insights from a recent FP Canada survey. Key Topics Discussed: Understanding the role of a Certified Financial Planner and their gold standard designation. Exploring the comprehensive financial...2024-03-0617 min

The Ride: Life, Work and WealthNavigating Your Financial Journey: A Guide to Your First Meeting with a Financial Advisor (Ep. 71)Welcome to the Ride: Life, Work and Wealth podcast with your host, Kris Dureau. In this episode, Kris, a seasoned financial strategist, draws from his past as a firefighter and paramedic to shed light on the importance of planning for both a secure tomorrow and a better today. Join Kris and co-host Mike Pakreslis as they dive into the crucial topic of preparing for a first meeting with a financial advisor. As the new year brings more people seeking financial advice, Kris and Mike explore key considerations to make this initial encounter a success. Key Points...2024-02-2616 min

The Ride: Life, Work and WealthThe Ride 2.0: A Financial Journey with Green Private Wealth (Ep. 70)Welcome to The Ride, a Work and Wealth podcast with your host, Kris Dureau. In this exciting episode, Kris introduces some major changes to the show, bringing on three new voices—David Harris, Brad Winlaw, and Mike Pakreslis—creating a dynamic team at Green Private Wealth. Together, they share diverse insights and perspectives on financial planning, making the podcast more engaging and informative. Key Points: Kris Dureau, a financial strategist and former firefighter/paramedic, sets the stage for the revamped podcast, now featuring a team of experts. Meet the new team members: David Harris, a certified fina...2024-02-2014 min

The Ride: Life, Work and WealthEstate Planning for Your Furry Friend (Ep. 69)The bond between humans and their furry companions is like no other. According to the Canadian Vet Medical Association, over 35% of Canadian households have a dog and 35% own a cat. How many of those families have included their pets in their estate plan? In this episode, Kris Dureau focuses on the furry family members and how to ensure they have a home no matter what happens. Kris provides examples of the different types of coverage and how each fits within estate planning. Kris discusses: Why including pets in estate planning is so...2023-05-1014 min

The Ride: Life, Work and WealthMind Your Money: The 5 Behavioral Investing Biases (Ep. 68)Behavioral finance is an intriguing field of study, with five common investing biases you might not even recognize yourself, let’s get into them! In this episode, Kris Dureau details the 5 behavioral investing biases you should be looking out for. With the state of the market, this is a great time to start keeping these 5 pieces at the forefront of your investing decisions. Kris discusses: A deeper look into confirmation bias, commitment bias and anchoring; do you know the other two? How your financial advisor can help in times that you are doubting your news...2023-04-2621 min

The Ride: Life, Work and WealthWindfall Wisdom: What to do When You Inherit a Large Sum of Money (Ep. 67)Who hasn’t bought that lottery ticket hoping it’s the winner in the big? But what if it really happened? What would you do? The same goes for any kind of windfall, including an inheritance or a gift. In this episode, Kris Dureau details the steps you need to take to make sure you safeguard the wealth and the process following a windfall along with a number of informed decisions you can then make that will maximize the payout. Kris discusses: How you can direct your inherited wealth to four different “buckets” The tax deferra...2023-04-0521 min

The Ride: Life, Work and WealthPutting Your Financial House in Order Before Divorce (Ep. 66)When you say I do on your wedding day, the world seems wonderful. There would be no reason to think you might eventually be saying, “I don’t want to be in this marriage anymore”, but how do you financially prepare for divorce? In this episode, Kris Dureau addresses the aspect of your financial well-being if … Read More Read More 2023-03-2218 min

The Ride: Life, Work and WealthPreparing For Taxes in Retirement, Part 2 (Ep. 65)Now that we have a basic understanding of the different sources of income in retirement, we can dive deeper into tax planning strategies. While tax strategies can be complicated at first, they eventually save you money in the long run if you plan correctly. In this episode, Kris Dureau concludes his two part series on … Read More Read More 2023-03-0824 min

The Ride: Life, Work and WealthPreparing For Taxes in Retirement, Part 1 (Ep. 64)Taxes can have a much bigger impact on your retirement planning than first assumed. It is important to take a dive into your portfolio and understand how the different sources of income in retirement, government and personal can go into your planning process. In this episode, Kris Dureau discusses a number of ways you can … Read More Read More 2023-02-2223 min

The Ride: Life, Work and WealthThe End of Life Checklist (Ep. 63)In our last episode, we sat down with the Caring Hearts Support Network to discuss all things grief and the support they made available for those people going through these tough times. In this episode, we are going to unpack what you can do to prepare for uncertain times and what exactly should be on … Read More Read More 2023-02-0824 min

The Ride: Life, Work and WealthLet’s Talk Grief Recovery with The Caring Hearts Support Network (Ep. 62)Although inevitable, death is a scary topic that is sensitive to most of us. But when that dreaded time is around the corner for a loved one, wouldn’t you like to be fully supported with all the resources you may need to deal with the next steps? In this episode, Kris Dureau is joined by … Read More Read More 2023-01-2522 min

The Ride: Life, Work and WealthThe 8 Popular Myths of Retirement (Ep. 61)There is no doubt that planning for retirement can seem like a complex process, and even thinking about it can be stressful. Nowadays media, politicians, financial services, businesses – everyone has been talking about retirement. With so much information, it is easy to get overwhelmed. In this episode, Kris Dureau debunks eight popular myths about … Read More Read More 2023-01-1129 min

The Ride: Life, Work and WealthTraveling to the USA? Here’s How It Might Affect Your Taxes (Ep. 60)Many Canadians pack their suitcases as it gets colder and fly off to warmer places in the USA. While that sounds like a wonderful idea, it is important to know the tax implications of your trip. In this episode, Kris Dureau provides a brief overview of tax-related nuances you need to keep in mind as … Read More Read More 2022-12-3012 min

The Ride: Life, Work and WealthYear-End Checklist for Your Registered Accounts (Ep. 59)Before the year comes to a close, there are a number of things you want to consider concerning your registered accounts. These include your RESP, RRSP and RRIF accounts that you might want to pay closer attention to as the year comes to an end so that you can save going into 2023. In this … Read More Read More 2022-12-0728 min

The Ride: Life, Work and WealthBig News: Merging With Green Private Wealth (Ep. 58)Big positive changes are underway for our firm. Over the past 18 months behind the scenes, we have been working on a merger with Green Private Wealth – an award-winning firm. This merger allows us to offer our clients a more in-depth, wide array of services that can benefit them at any stage of their … Read More Read More 2022-11-2309 min

The Ride: Life, Work and WealthThe Route to Retirement During a Recession (Ep. 57)Are you nearing retirement and wondering if right now is the time to step into it? During these uncertain times, having a thorough plan that incorporates market drops and recession is very crucial for your peace of mind. However, if you have not had one of these plans done before retirement, there are still other … Read More Read More 2022-11-0919 min

The Ride: Life, Work and WealthOffsetting Taxes From Your RRSP: Facts About The RRSP Meltdown Strategy (Ep. 56)The RRSP meltdown strategy has been saving our clients’ tax dollars for many years now, allowing for more savings and tax benefits. In this episode, Kris Dureau unpacks the benefits and risks of this strategy along with ways you can reduce taxes during your retirement income in your early golden years. Kris discusses: How to … Read More Read More 2022-10-2609 min

The Ride: Life, Work and Wealth6 Things To Avoid With a Tax-Free Savings Account (Ep. 55)Just the name Tax-Free Savings Account (TFSA) sounds wonderful, doesn’t it? You can set aside money tax-free throughout your lifetime and it is a great idea… If you don’t make some simple mistakes. We need to be aware of the regulations around these accounts to avoid any painful mistakes. In this episode, Kris goes through … Read More Read More 2022-10-1221 min

The Ride: Life, Work and WealthInvesting While Owning a Small Business with Gary Armstrong, CPA, CGA (Ep. 54)You want to invest your money and we want to help you do so, but you have a small business. So, what are your options now? Do you invest through your personal assets or your corporation? In this episode, Kris sits down with Gary Armstrong from Green Private Wealth to discuss what both of these … Read More Read More 2022-09-2819 min

The Ride: Life, Work and WealthAn In-Depth Look At Your Canadian Pension Plan (Ep. 53)One of the biggest cornerstones to retirement income planning is knowing the Canada Pension Plan (CPP) and what your duties are associated with it. When planning for retirement, many people want to make sure they are setting themselves up for total security in their retirement. When it comes to retirement, its common to have questions … Read More Read More 2022-08-3116 min

The Ride: Life, Work and Wealth3 Ways To Set Expectations Before Sending Your Kids to College (Ep. 52)For many parents, there are a number of stressors that come along with sending your child to college. Whether they are leaving their childhood home or commuting to school, preparing yourself for this time will help ease the tension and allow you to offer your children advice for when that time comes. In this episode, … Read More Read More 2022-08-1720 min

The Ride: Life, Work and WealthCelebrating 50 Episodes: Take A Walk Down Memory Lane With Us (Ep. 51)The Ride: Life, Work and Wealth has officially been running for 50 episodes. To celebrate, Kris Dureau is going through his top 6 most downloaded episodes, giving you an idea of what each one entails. This week, Kris details why each of these releases was such a hit, followed by important takeaways each one had … Read More Read More 2022-08-0324 min

The Ride: Life, Work and WealthFixed vs.Variable Mortgages: Here’s What You Need to Know with Derek Gold (Ep. 50)Mortgage rates are on the rise. What should you do in this scenario? Is it a good idea to get a fixed mortgage or variable mortgage? Do higher rates make it harder to qualify for a home loan? In this episode, Derek Gold from Mortgage Scout joins Kris Dureau to unpack the different options you … Read More Read More 2022-07-2021 min

The Ride: Life, Work and WealthProtecting Your Portfolio from Inflation (Ep. 49)When talking about protecting your assets from inflation, many of us automatically think about gold. While gold often manages to hold its value and to appreciate, it isn’t a perfect inflation hedge. In this episode, Kris Dureau fills you in on ways you can protect your portfolio from inflation. Rather than gold, Kris shows you … Read More Read More 2022-06-2915 min

The Ride: Life, Work and Wealth10 Ways to Teach Your Kids How to Make Better Financial Decisions (Ep. 48)To foster good financial habits for the future, it’s important for parents to talk to their children about money from an early age. You can start by simply opening a bank account for them or giving them a wallet/piggy bank. In this episode, Kris Dureau will help you discover easy ways to educate your children … Read More Read More 2022-06-1528 min

The Ride: Life, Work and Wealth15 Quick Tips to Secure Your Finances Now and in the Future (Ep. 47)Financial planning is not just about securing your tomorrow. It’s also about living a better today. In this rapid-fire style episode, Kris Dureau walks you through 15 quick-hit tips to help you get a better handle on your finances, both now and in the future. Investments, tax planning, wealth transfer, debt management —Kris covers it … Read More Read More 2022-06-0229 min

WesternCentric PodcastWesternCentric Episode 17: Kris Versteeg (2x Stanley Cup Champion)On the 17th episode of the WesternCentric Podcast, hosts Colton Davies and Matthew Zator are joined by former NHL player and 2x Stanley Cup Champion, Kris Versteeg. Kris joins the show to discuss his WHL career, which involved playing in his hometown of Lethbridge, his brief stint with the Kamloops Blazers and playing in Red Deer under Brent Sutter. Then the guys chat with Kris about what it was like winning 2 Stanley Cups with the Chicago Blackhawks. The guys also touch on Kris's app, KLEVR, which you can hear all about at the end of the interview. (029:07) T...2022-05-281h 01

The Ride: Life, Work and WealthTax Filing Best Practices with Gary Armstrong, CPA, CGA (Ep. 46)Tax season and tax filing season can be stressful if you are not well prepared. Learn how to make things easier when filing your taxes next year in this episode of The Ride: Life, Work and Wealth with Gary Armstrong, chartered professional accountant and certified general accountant at Green Private Wealth Counsel – Harbourfront Wealth … Read More Read More 2022-05-1829 min

The Ride: Life, Work and WealthThe Four Wealth Destroyers (Ep. 45)What reduces wealth — do you know? Find out in this episode, as Kris Dureau explains how taxes, inflation, fees, and overreacting to the market impact our savings, income, and investments. He also unveils ways we can avoid making common mistakes and make better decisions with our money. Kris discusses: The importance of working alongside … Read More Read More 2022-05-0427 min

The Ride: Life, Work and WealthThe Ins and Outs of Pension Planning (Ep. 44)Whether you’re retiring or changing jobs, remember to always have your pension plan in mind. In this episode, Kris Dureau helps out the 37% of Canadians who still have pension plans. With an all-time high of employees moving jobs, here is how you can start planning around the options you have so you can get … Read More Read More 2022-04-2035 min

The Ride: Life, Work and WealthParenting & Child Development in the Era of a Pandemic with Dr. Dona Matthews (Ep. 43)Throughout the pandemic, the main focus has been on jobs, working from home, and the change in our day-to-day activities. However, what about our children? How have they been coping with the ebbs and flows of the pandemic? In this episode, Kris Dureau speaks with developmental psychologist and author Dr. Dona Matthews to unveil how … Read More Read More 2022-04-0634 min

The Ride: Life, Work and WealthStart Getting Your Time Back with Family Offices Services with Paul Marion, CLU, CHS (Ep. 42)Do you want to start saving time so you can focus more on the things that matter the most to you? In this episode, the executive managing director of tax and wealth at Harbourfront Wealth Management, Paul Marion, joins Kris Dureau to unveil everything you need to know about family offices and how they differ … Read More Read More 2022-03-2325 min

The Ride: Life, Work and WealthThe Investments Your Portfolio Might be Missing (Ep. 41)Alternative investments are becoming increasingly valuable with everything that has been going on over the last 24 months. In this episode, Kris Dureau explains what an alternative investment is and why you might want to consider incorporating them into your portfolio. He helps you understand the pros and cons to help you find out which … Read More Read More 2022-03-0920 min

The Ride: Life, Work and WealthHow To Keep Your Cottage in the Family and Reduce Your Future Tax Bill (Ep. 40)Are you thinking about selling or gifting your cottage to your kids? A lot of cottage owners want to keep this property in the family. But, too many of them get hit with a big tax bill because they don’t know how to make the transition. If you want to avoid tax mistakes, this one’s … Read More Read More 2022-02-2330 min

The Ride: Life, Work and WealthStop Procrastinating Your Estate Planning (Ep. 39)Regardless of your age or assets, there are some things that you should be aware of when it comes to estate planning. In this episode, Kris Dureau answers many of your estate planning questions. Along with some real-life experiences, Kris helps you understand how important it is to have your will in place and how … Read More Read More 2022-02-0936 min

The Ride: Life, Work and WealthGetting Divorced During the Pandemic? Here are the Tips You Need to Know (Ep. 38)Divorce brings a lot of uncertainty. Going through a divorce during a global pandemic has only made the situation worse. In this episode, Kris Dureau explains the costs and steps of getting divorced during the pandemic. He provides the rundown that couples need to swap uncertainty for certainty and find the best financial route when facing … Read More Read More 2022-01-2625 min

The Ride: Life, Work and Wealth37. Estate Planning for Families With Special Needs Children With Fred RyallHaving a special needs family member carries unique, emotional, and financial concerns. That’s why it’s important to work with a professional who understands exactly what you are facing. In this episode, Kris Dureau welcomes Fred Ryall, an estate practitioner with more than 40 years of experience. For the last 15 years, Fred has worked with … Read More Read More 2021-10-2035 min

The Ride: Life, Work and Wealth36. The Real Reason Behind the Canadian Powersports Industry’s Growth with Jean-Luc LemireOver the last 18 months, the Canadian powersports arena has seen a huge increase in sales. Find out why in this week’s episode of The Ride: Life, Work and Wealth, as Jean-Luc Lemire, the owner of Energy Powersport in Oakville, Ontario, reveals the main reason for massive growth around motorsport vehicles like motorcycles, ATVs, and … Read More Read More 2021-10-0639 min

The Ride: Life, Work and Wealth35. Planning for Your Children’s Post-Secondary Education? Don’t Wait to Start SavingWe all know that time flies, especially when your kids are growing up. That’s why looking at college costs, which can be significant, is better done sooner rather than later. In this episode, Kris Dureau discusses everything around the Registered Education Savings Plan (RESP) and ways parents can use them to save for their child’s … Read More Read More 2021-09-2232 min

The Ride: Life, Work and Wealth34. Parents As Roommates? 5 Things To Consider Before They Move In With YouAre you thinking about inviting your aging parents to move in, but you’re not sure if it’s the right decision? In this episode, Kris Dureau shares five things to consider before your parents become your roommates. He points out factors that, all too often, adult children aren’t aware of before making this big decision. The … Read More Read More 2021-09-0832 min

The Ride: Life, Work and Wealth33. What You Need To Know About Travelling During The Pandemic With Holly McBeanAs vaccines continue to roll out and select countries open up to travellers, there’s a lot to know about travelling during the pandemic. In this episode, Kris Dureau sits down with TravelOnly’s Holly McBean to explore what today’s new norm of travelling looks like. With 40 years of experience in the travel industry, Holly is … Read More Read More 2021-08-2538 min

The Ride: Life, Work and Wealth32. When Should You Take Your CPP Payment? With Gary Armstrong, CPA, CGA“When should I start taking my Canadian Pension Plan (CPP) payment?” This is one of the most common questions Kris Dureau’s clients ask him as they start navigating the path of retirement income withdrawal. This week, Kris tackles this question to provide you with some clarity. He sits down with chartered professional accountant Gary Armstrong … Read More Read More 2021-08-1130 min

The Ride: Life, Work and Wealth31. 5 Tips to Help Your Elderly Parents With MoneyAs a family caregiver, knowing when and how to help your parents with their money is not an easy feat. Kris Dureau understands the transition is often awkward to navigate. That’s why he’s providing the guidance you need in this episode of The Ride: Life, Work, and Wealth. This week, Kris reveals five must-know tips … Read More Read More 2021-07-2831 min

The Ride: Life, Work and Wealth30. Home Security Systems To Enhance Home Safety With Ron CouperMany of us have spent more time than ever at home over the last year. That’s why, for many, feeling safe and secure at home has become a top priority. This week, Ron Couper of Capital Security Group joins Kris Dureau to discuss everything you need to know about home security systems and door cameras. … Read More Read More 2021-07-1424 min

The Ride: Life, Work and Wealth29. Top 10 Frequently Asked Financial QuestionsIf you have a personal finance question on your mind, chances are, you’re not alone. In this episode, discover the 10 most frequently asked finance questions financial advisors like Kris Dureau receive from clients. From questions about the financial markets to queries about retirement, investing, and insurance, Kris breaks down these questions and shares his … Read More Read More 2021-06-3037 min

The Ride: Life, Work and Wealth28. 8 Ways You Can Earn Your Financial Self-Defence Black BeltKris Dureau has practiced martial arts since he was 12 years old. This hobby taught him that self-defence is all about situational awareness, so that he can identify and avoid bad situations. In this episode, Kris Dureau highlights how martial arts principles can apply to eight key areas of your financial life. By practicing these … Read More Read More 2021-06-1636 min

The Ride: Life, Work and Wealth27. Manulife One: More Than Just a Conventional Mortgage With Wade ArseneaultImagine being able to combine your mortgage, bank accounts, short-term savings, debt, and income all into one banking product. This is exactly what Manulife One allows you to do. In this episode, Manulife Financial’s mortgage specialist, Wade Arseneault, joins Kris Dureau to explain just how Manulife One does this, and how they set themselves apart … Read More Read More 2021-06-0233 min

The Ride: Life, Work and WealthEpisode 26 – Exploring Private Alternative Investments – With Travis FormanThere are two types of alternative investments: private and public alternative investments. While private alternative investments are all about private equity, credit, and real estate, public alternative investments mainly operate in public markets and use less traditional tools such as short-selling and leveraging. In this episode, Harbourfront Wealth Management’s senior vice president and portfolio manager, … Continue reading Episode 26 – Exploring Private Alternative Investments – With Travis Forman →2021-05-0527 min

The Ride: Life, Work and WealthEpisode 25 – Your 10-Step Pre-Retirement ChecklistOne of the reasons why retirement is such a major life decision is timing. If you retire too early, you might have financial trouble. If you retire too late, you might not have the energy to enjoy it to the fullest. So, when is it the right time to retire? To help you decide, Kris … Read More Read More 2021-04-1435 min

The Ride: Life, Work and WealthEpisode 24 -The Real State of Ontario’s 2021 Real Estate Market – With Krystal Lee MooreSouthwestern Ontarians, are you on the lookout for real estate deals, but don’t know how and where to start from? If so, this episode is for you! Today, Royal LePage Triland Realty’s Krystal Lee Moore joins Kris Dureau to explore the ins and outs of Ontario’s 2021 real estate market. All this to guide, support, … Read More Read More 2021-03-3136 min

The Ride: Life, Work and WealthEpisode 23 – Spring Clean Your Finances With These 6 StepsWith spring upon us, now is the perfect time to do some financial closet-cleaning. Are you ready to get started? Join Kris Dureau in this episode as he guides you through your financial spring cleaning with six simple steps that will help you get your finances organized and ready for the coming seasons. In this … Read More Read More 2021-03-1736 min

The Ride: Life, Work and WealthEpisode 22 – Enhance Your Online Security with These Cybersecurity Tips – With Guest Chuck YeungConsidering the current COVID-19 environment, working, shopping, socializing, and finding entertainment are only a couple of things we can do from the comfort of our homes. But, to what extent is our online identity and information really protected? In this episode, Kris Dureau sits down with Cystech Solutions’ Chuck Yeung. Today, Chuck discusses must-know cybersecurity … Read More Read More 2021-01-2029 min

The Ride: Life, Work and WealthEpisode 21 – Tax Tips for Small Business Owners — With Peter SimpsonIt’s never too early to start thinking about your tax planning, especially if you’re a business owner! In this episode, Kris Dureau welcomes back Simpson and Associates’ Peter Simpson. Kris and Peter discuss important tax tips for business owners and self-employed individuals and share strategies for making positive, practical changes to your tax picture. In … Read More Read More 2021-01-0627 min

The Ride: Life, Work and WealthEpisode 20 – Everything You Need To Know About Critical Illness CoverageCritical illness coverage is a long-term insurance policy that covers serious illnesses such as cancer, heart attacks, coronary artery bypass surgery, and more. In this episode, Kris Dureau discusses everything you need to know about this type of coverage and explains how its financial component can help you alleviate the toll of a health condition. … Read More Read More 2020-12-2336 min

The Ride: Life, Work and WealthEpisode 19 – 2020 Year-End Tax Planning Tips – With Peter SimpsonWhile tax planning is often a year-round affair, the year-end season is a particularly optimal time to review your taxes with your trusted financial professional. In this episode, Kris Dureau sits down with Simpson & Associates’ Peter Simpson to discuss the value of year-end tax planning. Together, they discuss popular year-end tax planning strategies that … Read More Read More 2020-12-1537 min

The Ride: Life, Work and WealthEpisode 18 – How Baby Boomers can Prepare their Business for Sale – With Ryan ParkinsonAs a business owner, you have put creativity, sweat, worries, and energy into creating and growing your business. When the time comes to reap the rewards of your hard work and to sell your business, what should you think about before putting up that “for sale” sign? To find out, Kris Dureau welcomes Ryan Parkinson … Read More Read More 2020-11-1833 min

The Ride: Life, Work and WealthEpisode 17 – Is Now the Time to Refinance or Buy a Second Property? – With Derek GoldCOVID-19 is just one of the many reasons why interest rates are at historically low rates. With rates so low, should you be considering refinancing your home or purchasing a second property? In this episode, Kris Dureau welcomes Mortgage Scout’s Derek Gold to discuss this and more. Together, they explore the current interest rate environment … Read More Read More 2020-11-0431 min

The Ride: Life, Work and WealthEpisode 16 – How to Retire Well — Part 2It’s no secret that when it comes to preparing for retirement, one major question pre-retirees are asking is, “Will I have enough to retire?” In part two of his miniseries on retiring well, Kris Dureau reveals how you can find out the answer to this question. He highlights three financial areas to consider when assessing … Read More Read More 2020-10-2133 min

The Ride: Life, Work and WealthEpisode 15 – How to Retire Well – Part 1When you retire, what will you retire to? How do you envision your retirement? To help you create a smooth transition into life’s next chapter, join Kris Dureau for this new two-part mini-series on what it takes to retire well. In part one, Kris examines the mental side of retirement and breaks down five unique … Read More Read More 2020-10-0730 min

The Ride: Life, Work and WealthEpisode 14 – What to Know Before Making a Midlife Career Change — With Lisa TaylorDo you want to pursue a new career but are unsure whether you should truly go for it? In this episode, Kris Dureau sits down with the Challenge Factory’s Lisa Taylor. Lisa is an in-demand speaker with expert insight into today’s changing workforce. Now, Lisa details how transitioning to a new career path can be … Read More Read More 2020-09-2337 min

The Ride: Life, Work and WealthEpisode 13 — What Should you Know When Buying a New or Used Car — With Greg CarrascoBuying a new car is never a simple process, especially when there is so much to consider. To help you better navigate the process, Kris Dureau enlists the help of Greg Carrasco for today’s episode. As the host of The Greg Carrasco Show, one of the most influential and largest automotive radio shows in Canada, … Read More Read More 2020-09-0929 min

The Ride: Life, Work and WealthEpisode 12 – Managing Chronic Illness With Chronically Simple — With Guest Kristy DickinsonHaving a chronic illness can be anything but simple. That’s where Chronically Simple can help. Today, Kris Dureau joins Kristy Dickinson, the creator of Chronically Simple, an app designed to help individuals and their families better manage their health. Kristy shares how her personal experience with a chronic illness led her to create the app, … Read More Read More 2020-08-2630 min

The Ride: Life, Work and WealthEpisode 11 – What’s in Your Portfolio? How to Invest Responsibly — With David RutherfordToday’s investors don’t just want a portfolio that’s well-diversified. They also want a portfolio that’s going to make an impact. Today, Kris Dureau joins David Rutherford to bring you some clarity on how you can become a more informed, responsible investor and invest in a way that aligns with your values. As vice president of … Read More Read More 2020-08-1230 min

The Ride: Life, Work and WealthEpisode 10 — 5 Financial Considerations for Transitioning into Your Post-COVID-19 LifeAs COVID-19 restrictions begin to ease up, what will your new normal look like? More importantly, how are you planning for your new normal? Today, join Kris Dureau as he discusses five key steps you should take when planning for your transition into your post-COVID-19 life. In this episode, Kris emphasizes the importance of reviewing … Read More Read More 2020-07-2930 min

The Ride: Life, Work and WealthEpisode 9 – Your Q2 COVID-19 Update — With Rana ChauhanAs we enter the third quarter of the year, now is an optimal time to reflect on the last three months of COVID-19 and its impact on our lives — both financially and socially. To do so, Kris Dureau welcomes back Rana Chauhan of the Investment Planning Counsel. Together, they review what we’ve witnessed in … Read More Read More 2020-07-1533 min

The Ride: Life, Work and WealthEpisode 8 – The Natural Way to Improve Your Work-Life During Quarantine — with Dr. Elias MarkouWith many workplaces moving towards a work-from-home setup, more employees are faced with the task of learning how to remain productive while maintaining a work-life balance. Today, Kris Dureau is joined by Dr. Elias Markou, a naturopathic doctor with a background in finance. Dr. Markou reveals the impact working from home can have on your … Read More Read More 2020-07-0128 min

The Ride: Life, Work and WealthEpisode 7 — How to Write Your Life LetterAre you looking for a way to share your life experiences with future generations? In this episode, Kris Dureau explains why he started writing life letters to his family. He reveals the benefits of creating a life letter and why he strongly encourages you to involve your parents in the process. In this episode, you … Read More Read More 2020-06-1720 min

The Ride: Life, Work and WealthEpisode 6 – Why Everybody Needs a WillHave you planned for a future beyond your own? In this episode, Kris Dureau explores a key part of your estate planning process: your will. He explains the impact of not having one and the significance of ensuring these types of documents are accessible to your family after your death. In this episode, you will … Read More Read More 2020-06-0323 min

The Ride: Life, Work and WealthEpisode 5 – The Mental Side of Surviving IsolationDuring this coronavirus pandemic, it’s natural to feel stress and uncertainty as you buckle down in self-isolation. That’s why taking care of yourself mentally and financially is just as important as making sure you’re stocked up on toilet paper. Today, Kris Dureau addresses some common worries people have during this challenging time and how they … Read More Read More 2020-05-2021 min

The Ride: Life, Work and WealthEpisode 4 — How Do You Want To Live Your Life?You only have one life. How do you want to spend your time during yours? Today, Kris Dureau tackles the difficult idea of death and what you should focus on before that time comes. Delving into his own experiences with his family and clients, Kris shares how thinking about death could be a more positive … Read More Read More 2020-05-0623 min

The Ride: Life, Work and WealthSpecial Update #2 — COVID-19 Financial Update — with Rana ChauhanAs the COVID-19 crisis continues, so does the fear, doubt, and uncertainty many have experienced over the past few months. In this special COVID-19 update, Kris Dureau is joined once more by Rana Chauhan as they discuss the current pandemic and its impact on the world. Rana brings his knowledge of the medical field and … Read More Read More 2020-04-2332 min

The Ride: Life, Work and WealthEpisode 2 — Creating Your Financial LifelineAs we go through life, we go through many transitions — and our money changes just as much as we do. Today, Kris Dureau shares how he helps clients map out their life and transitions through financial lifelines. Kris discusses why financial lifelines are an important part of his overall planning process and how they … Read More Read More 2020-04-1520 min

The Ride: Life, Work and WealthEpisode 1- Meet Your Host, Kris DureauWelcome to The Ride Podcast! In this inaugural episode, Kris Dureau introduces himself to the world as the host of this new podcast. Listen in as Kris talks about why he made the career-jump from first responder to financial planner and how a life-changing experience with his family has forever influenced his outlook on life … Read More Read More 2020-04-0927 min

The Ride: Life, Work and WealthSPECIAL UPDATE: COVID-19In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous … Read More Read More 2020-03-1715 min