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.
- Aging in Place – Comfort Keepers Series: Explore how individuals can continue living safely and independently at home as they age. This two‑episode series covers caregiving support and practical home solutions, designed to guide families through care decisions with confidence.
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.
- What Happens When Financial Plans Are Built in Pieces: Even well-managed finances can become fragmented when decisions are made at different times. Bringing investments, insurance, and estate plans into alignment helps reduce complexity, close gaps, and create a clearer path toward long-term goals.
- The Cost of Keeping Things the Same: What could "doing nothing" with your finances really cost you? In this insightful episode, Melissa McGuire and Joanne Kaban explore how sticking with the status quo can quietly impact your investments, retirement plans, insurance coverage, and estate planning.
Estate & Legacy Planning
- 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? Protecting Families with Trust Services: Join Joanne and Melissa as they chat with Samantha Russell of Solus Trust about trusts, estate planning, and the role of executors. Discover how thoughtful planning and professional guidance can help reduce stress and provide 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.
- Protecting What You’ve Built: The Business Owner’s Guide to Commercial Insurance:Insurance is more than a business expense; discover how the right coverage can protect what you’ve built and prepare your business for what’s next.
- [NEW] Beyond Stocks and Bonds: Where Insurance Fits in a Modern Portfolio: Discover how permanent life insurance can complement a broader financial plan. This two-episode series explores insurance as an asset class and its potential role in wealth transfer and legacy planning, offering practical insights to help families and business owners think beyond traditional investment strategies.
Money & Relationships
- Financial Feelings: If You're Doing Fine, Why Don't You Feel Fine?:Financial planning is about more than numbers. In this episode, Joanne and Melissa explore the emotional side of money and how thoughtful planning can help bring greater clarity, confidence, and peace of mind.
- When One Partner Handles the Money:Learn why understanding your household finances and having regular money conversations can strengthen relationships and reduce uncertainty.
- The Most Financially Stressful Decade:Explore the challenges of balancing family responsibilities, caregiving, and long-term financial goals during one of life's most demanding stages.
- Financial Truth or Dare:Through a lighthearted game of Financial Truth or Dare, this episode explores the beliefs, habits, and priorities that shape our relationship with money.
Check Out Our Latest Series!
Permanent insurance is often discussed as a powerful financial planning tool, but is it the right fit for everyone? In this two-part series, insurance specialist Jacqueline Knoblauch joins Joanne Kaban and Melissa McGuire to explore the role permanent insurance can play within a broader financial strategy. The conversation examines how permanent insurance differs from traditional coverage, why it is often viewed as an asset class, and how factors such as family circumstances, financial goals, and long-term planning objectives can influence whether it makes sense. From tax efficiency and estate planning to selecting the right advisor and understanding the bigger picture, this series offers valuable insights into using insurance as a tool, not a one-size-fits-all solution.