Video Directory
Cross-Border Wealth
- Navigating Cross-Border Wealth: A five-part video series that explores the ins and outs of managing money between Canada and the U.S
- Bridging Borders with a Cross-Border Accountant: Whether you’re moving north, heading south, spending winters abroad, or planning for retirement across borders, this series is designed to be your trusted guide.
Retirement & Life Transitions
- The Pension Playbook: Welcome to "The Pension Playbook" series – a six-episode video series that dives deep into everything you need to know about pensions. Whether you're preparing for retirement, managing your savings, or just curious about how it all works, this series is your ultimate guide.
Investing & Markets
- Why the RDSP Might Be the Most Powerful Account You're Not Using: Beyond the basics, Joanne and Melissa focus on how the RDSP fits into a broader financial plan. They discuss how it works alongside RRSPs and TFSAs, how it interacts with disability benefits, and how it can be integrated into long term and estate planning strategies.
- ESG (Can You Do Good and Make Money): From ESG integration to impact investing, the discussion breaks down the different approaches investors can take and how these strategies show up in real portfolios.
- Purpose and Profit - Ethical Entrepreneurship with Rob & Jasmin Fuller: In this episode, Joanne and Melissa explore what it truly means to combine purpose and profit — and how socially responsible businesses are being built right here on Vancouver Island.
Lifestyle & Big Decisions
- Real Estate, Real Talk: Hosted by Joanne Kaban and Melissa McGuire of Isle Wealth at Raymond James, the series brings together trusted real estate professionals to focus on what truly matters when making one of life’s biggest financial decisions.
- ESG (Can You Do Good and Make Money): From ESG integration to impact investing, the discussion breaks down the different approaches investors can take and how these strategies show up in real portfolios.
- There Are No Bad Money Questions: Questions like “Are we really on track for the life we want?” “Could we be missing something?” or “Why does money still feel stressful even when we’re doing well?” often linger beneath the surface, even for disciplined, successful families.
Estate & Legacy Planning
- [NEW] Estate Planning Mistakes Families Don’t See Coming: From incapacity and decision-making to family communication and executor responsibilities, this series is designed to help you spot the gaps before they become problems.
- Can My Kids Really Handle This?: At its core, this conversation highlights a powerful idea: estate planning is not just about documents — it is about protecting relationships, reducing stress for loved ones, and creating peace of mind for the future.
Insurance
- Insurance Without the Snooze Button: The series reframes insurance as a practical planning tool — one that protects income, independence, and the people who matter most.
Check Out Our Latest Series!
In this episode, Joanne and Melissa sit down with local lawyer Bruce Solloway to discuss estate planning, including wills, probate, trusts, power of attorney, and common legal misconceptions. While estate planning is often seen as simply drafting a will, they explore how thoughtful planning can help reduce unnecessary costs, avoid probate issues, and make things easier for the next generation. The conversation also touches on blended families, property transfers, tax planning, and the importance of working with legal and financial professionals together.