Episodes

28
June 16, 2021

28. 8 Ways You Can Earn Your Financial Self-Defence Black Belt

Kris 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 principles, you, too, can learn to protect yourself and gain situational awareness around your money. Kris discusses: Why you should review your insurance policies re...
27
June 2, 2021

27. Manulife One: More Than Just a Conventional Mortgage With Wade Arseneault

Imagine 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 from conventional mortgage alternatives by providing an all-in-one product. Wade discusses: Manulife One as flexible, debt-free, and one-umbrella pr...
25
April 14, 2021

Episode 25 – Your 10-Step Pre-Retirement Checklist

One 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 Dureau walks you through his 10-step pre-retirement checklist. This list will help shed light on the different financial, health, and planning considerations you need to be aware of as you approach your next stage of l...
24
March 31, 2021

Episode 24 -The Real State of Ontario’s 2021 Real Estate Market – With Krystal Lee Moore

Southwestern 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, and help you reach your ultimate real estate goals! In this episode, you will learn: Low-interest rates, COVID-19, and working from home: Factors that contribute to the current real esta...
23
March 17, 2021

Episode 23 – Spring Clean Your Finances With These 6 Steps

With 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 episode, you will learn: The benefits of a financial filing system Why you should always review your investments and rebalance your portfolio Which insurance policies you should be check...
22
Jan. 20, 2021

Episode 22 – Enhance Your Online Security with These Cybersecurity Tips – With Guest Chuck Yeung

Considering 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 tips so that you can protect yourself, your family, and your business when it comes to online privacy, information, and identit...
21
Jan. 6, 2021

Episode 21 – Tax Tips for Small Business Owners — With Peter Simpson

It’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 this episode, you will learn: How to claim work-from-home tax deductions When business owners should start thinking about putting money in...
20
Dec. 23, 2020

Episode 20 – Everything You Need To Know About Critical Illness Coverage

Critical 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. In this episode, you will learn: How critical illness coverage works About the claiming process How previous family health conditions can impact yo...
19
Dec. 14, 2020

Episode 19 – 2020 Year-End Tax Planning Tips – With Peter Simpson

While 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 could help you make the most of your taxes before the new year hits. In this episode, you will learn: Tax credits and deductions that you mi...
18
Nov. 18, 2020

Episode 18 – How Baby Boomers can Prepare their Business for Sale – With Ryan Parkinson

As 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 for today’s episode. Together, they discuss different areas of exit planning you need to be aware of when selling your business and the steps you should take to prepare for the big sal...
17
Nov. 4, 2020

Episode 17 – Is Now the Time to Refinance or Buy a Second Property? – With Derek Gold

COVID-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 and answer questions you might have about refinancing and buying a second property. In this episode, you will learn: The difference between a variable and ...
16
Oct. 21, 2020

Episode 16 – How to Retire Well — Part 2

It’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 your retirement-related finances, assets, and benefits so that you can achieve the retirement lifestyle you’ve always desired. In this episode, you will learn: The difference b...
15
Oct. 7, 2020

Episode 15 – How to Retire Well – Part 1

When 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 qualitative exercises that are designed to help retirees understand what retirement means to them. In this episode, you will learn: How the retirement landscape is changing Three Hats Fi...
14
Sept. 23, 2020

Episode 14 – What to Know Before Making a Midlife Career Change — With Lisa Taylor

Do 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 life-changing and what you can do to achieve it! In this episode, you will learn: How to conquer the fear of making a career change The 4 domains of changing career paths: needs, talents...
13
Sept. 9, 2020

Episode 13 — What Should you Know When Buying a New or Used Car — With Greg Carrasco

Buying 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, Greg has over 27 years of experience in the automotive industry and is well-versed in all things cars. Today, Greg shares tips and tricks to help you make the best decisions when buying a v...
12
Aug. 26, 2020

Episode 12 – Managing Chronic Illness With Chronically Simple — With Guest Kristy Dickinson

Having 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, highlighting just how important the app is and how it can help simplify the lives of those with chronic illnesses. In this episode, you will learn: Whi...
11
Aug. 12, 2020

Episode 11 – What’s in Your Portfolio? How to Invest Responsibly — With David Rutherford

Today’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 NEI Investments’ ESG services, David reveals ways you can invest in companies that are working towards a better tomorrow and how responsible investing can enhance both you...
10
July 29, 2020

Episode 10 — 5 Financial Considerations for Transitioning into Your Post-COVID-19 Life

As 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 your financial plan — and why you should ensure that your retirement plan still works for you. In this episode, you’ll learn: The difference between negotiable and...
9
July 15, 2020

Episode 9 – Your Q2 COVID-19 Update — With Rana Chauhan

As 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 the markets over the last three months and the impact COVID-19 could have on politics and banking going forward. In this episode, you’ll learn: What the market’s recovery has looked like so far...
8
July 1, 2020

Episode 8 – The Natural Way to Improve Your Work-Life During Quarantine — with Dr. Elias Markou

With 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 mental health while offering several tips to increase your productivity. In this episode, you’ll learn: The importance of maintaining your mental health The ...
7
June 17, 2020

Episode 7 — How to Write Your Life Letter

Are 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 will learn: What a life letter is When to write one What to include in your letter and how to get started How to keep your letter safe and secure And more! Tune in now as Kris Durea...
6
June 3, 2020

Episode 6 – Why Everybody Needs a Will

Have 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 learn: Why everyone should have a will Ways a will can work to serve you and your family The importance of noting all of your relevant documents And more! Listen in now to discover the ...
5
May 20, 2020

Episode 5 – The Mental Side of Surviving Isolation

During 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 can affect your financial planning. Kris goes over several ways to keep your finances on track and ways to navigate times of uncertainty. In this epis...
4
May 6, 2020

Episode 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 experience than you may realize. In this episode, you will learn: The importance of making every moment count Why counting down your years can be a positive thing to do Why family should come fi...