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Having “The Talk” Making plans for life.

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Podcast Transcript – Wendy Strub, Mike Roberts

Wendy Strub and Mike Roberts join our project to help us understand the importance of Estate Planning. They share some of their insights into Estate Planning including why and how families can have these difficult conversations. They believe that estate planning is something that we need to talk about openly with our loved ones today.

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About Wendy Strub, Mike Roberts

WENDY STRUB – A respected presence in Kitchener-Waterloo’s investment community for over 30 years, Wendy Strub has helped many families and businesses benefit from her broad knowledge of the investment industry. She holds a full range of professional securities licenses and is an avid follower of long term trends, demographics and the effects of the Baby Boomer bulge. An acknowledged expert, she co-hosts an informative radio program, Your Money Matters on News Talk 570 AM, Wednesday afternoon at 1:00 PM. Her areas of specialization include Early Retirement & Severance situations, Commuted Pensions, Strategic Tax & Estate Planning, Inheritances, North American Equities, Fixed Income, and Mutual Funds.

 

MIKE ROBERTS – As an investment Advisor, Mike Roberts continues to enhance his knowledge base for the benefit of our clients. He works with our diverse clientele providing tailored retirement planning and projections that include retirement cash flow strategies; risk management strategies including coordinated disability & life benefits; personalized estate planning; and the introduction and integration of Canaccord’s Investment Counseling Program (Institutional Asset Management). He incorporates a disciplined investment approach specific to each client’s unique financial situation.

Canaccord Genuity Wealth Management

Canaccord Genuity Wealth Management enables investors to reach the coordinates that define their life goals. We search the globe for investment opportunities and deliver targeted long-term and near-term investment strategies for wealth management clients in Canada, Australia, the U.K. and Europe. To us there are no foreign markets.™

In Canada, Canaccord Genuity Wealth Management is a leading, independent wealth management firm. Our advisors are entrusted with over $32 billion* in assets under administration and management. With access to the Complete Canaccord full range of investment options and financial, estate and insurance** planning services, Canaccord Genuity advisors are committed to providing investors with a broad array of solutions to simplify their busy lives, achieve their financial objectives and map an efficient course towards the coordinates of their life’s destinations.

Safeguarding your investments

Canaccord Genuity Group Inc. is a participant organization with the Canadian Depository for Securities (CDS). CDS is Canada’s national securities depository, clearing and settlement hub. CDS is accountable for the safe custody and movement of equity, fixed-income and money market securities, accurate record keeping, the processing of post-trade transactions, and the collection and distribution of entitlements relating to the securities that have been deposited by participants. CDS is regulated by the Ontario and Quebec securities commissions and the Bank of Canada, with working and reporting relationships with the Canadian Securities Administrators (CSA), other provincial securities commissions and the Office of the Superintendent of Financial Institutions. For more information, please visit cds.ca.

Client accounts with Canaccord Genuity Wealth Management are protected through additional agencies including the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).ǂ While no investment strategy offers complete protection from changing market values or investment product performance, the CIPF protects investors from losses due to insolvency of a CIPF member. For more information, please visit cipf.ca.

Life insurance solutions purchased through Canaccord Estate Planning Services Ltd. are protected through Assuris. Please visit assuris.ca for more information

80 King Street South Suite 101
Waterloo, Ontario
N2J 1P5 Canada

1.800.495.8071 Visit Website

Conversations That Matter Podcast LogoPartner and advertising inquiries are welcomed.

Please contact Mary Bart, Chair of Caregiving Matters at mary@caregivingmatters.ca or 905-939-2931

This podcast is intended to provide general information only and is not intended to be a substitute for seeking personalized legal, financial or other advice.

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