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The Strongroom Radio Program

Audio Vault

Catch up on previous episodes of The Strongroom Radio Program whenever you like. Below is a list of our previous shows. To explore the entire collection of radio broadcasts, visit The Strongroom on SoundCloud or iTunes.

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  • Transferring Your Wealth to your Legacy August 31, 2019 - Wayne talks to Legal Council Henry Villanueva about how to continue your legacy. He discusses how many wealthy families don’t have a comprehensive plan to transfer their legacy.
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  • Transferring Your Wealth to your Legacy, Part 2 August 31, 2019 - Wayne talks to Legal Council Henry Villanueva about how to continue your legacy. He discusses how many wealthy families don’t have a comprehensive plan to transfer their legacy.
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  • Comprehensive Estate Planning August 23, 2019 – Legal Council Henry Villanueva from Macmillan Estate Planning discusses how Macmillan counsels its clients. He discusses the key difference and importance between an estate plan versus a comprehensive estate plan.
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  • Comprehensive Estate Planning, Part 2 August 23, 2019 – Legal Council Henry Villanueva from Macmillan Estate Planning discusses how Macmillan counsels its clients. He discusses the key difference and importance between an estate plan versus a comprehensive estate plan.
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  • Dealing with an Insolvent Estate August 16 – Wayne talks to Legal Council Henry Villanueva about insolvent estates and what to do first. He discusses how your estate should be planned in your demise and how sometimes insolvency happens.
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  • Dealing with an Insolvent Estate, Part 2 August 16 – Wayne talks to Legal Council Henry Villanueva about insolvent estates and what to do first. He discusses how your estate should be planned in your demise and how sometimes insolvency happens.
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  • Succession Planning for the Family Cabin August 10th, 2019 – Legal Council Henry Villanueva from Macmillan Estate Planning discusses some case studies and how the Macmillan team can help. They discuss tips and tricks and how you can spark discussion with your children about your family cabin.
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  • Succession Planning for the Family Cabin, Part 2 August 10th, 2019 – Legal Council Henry Villanueva from Macmillan Estate Planning discusses some case studies and how the Macmillan team can help. They discuss tips and tricks and how you can spark discussion with your children about your family cabin.
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  • When can a will be Challenged in Court August 3rd, 2019 – Wayne talks to Macmillan Estate Planning Legal Council Henry Villanueva on how to overturn your will in court. He walks us through a recent case in BC and discusses cultural values, quality and fairness throughout the case.
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  • When can a will be Challenged in Court, Part 2 August 3rd, 2019 – Wayne talks to Macmillan Estate Planning Legal Council Henry Villanueva on how to overturn your will in court. He walks us through a recent case in BC and discusses cultural values, quality and fairness throughout the case.
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  • Planning for Beneficiaries with Mental Illness July 27th, 2019 – Today we talk to estate planner Martine Tollefson and Ken Huynh about mental illness and the stigma around it. They discuss how more families have someone they are involved with that are effected by it and whether or not they should become a beneficiary
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  • Planning for Beneficiaries with Mental Illness, Part 2 July 27th, 2019 – Today we talk to estate planner Martine Tollefson and Ken Huynh about mental illness and the stigma around it. They discuss how more families have someone they are involved with that are effected by it and whether or not they should become a beneficiary
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  • Continued discussion over Govern Medical Assistance in Dying July 20 – Joining us today to discuss medical assistance in dying (MAID) and how that ties in to your estate plan is legal council at Macmillan.
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  • Continued discussion over Govern Medical Assistance in Dying, Part 2 July 20 – Joining us today to discuss medical assistance in dying (MAID) and how that ties in to your estate plan is legal council at Macmillan.
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  • Medical Assistance in Dying July 13th, 2019 – Wayne talks to Macmillan Estate Planning Legal Council Henry Villanueva about medical assistance dying. He discusses in detail the 5 steps and progression into the decision making process
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  • Medical Assistance in Dying, Part 2 July 13th, 2019 – Wayne talks to Macmillan Estate Planning Legal Council Henry Villanueva about medical assistance dying. He discusses in detail the 5 steps and progression into the decision making process
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  • Planning for Digital Assets in your Estate Plan July 6th, 2019 – Wayne talks to Estate's Martine Tollefson and legal council from Macmillan Chris Sabat about deciding what your intention is for social media. They discuss what the best ways to manage or deal with your digital assets if someone becomes incapacitated or dies.
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  • Planning for Digital Assets in your Estate Plan, Part 2 July 6th, 2019 – Wayne talks to Estate's Martine Tollefson and legal council from Macmillan Chris Sabat about deciding what your intention is for social media. They discuss what the best ways to manage or deal with your digital assets if someone becomes incapacitated or dies.
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  • Protecting Your Estate Plan June 29, 2019 – Today, Wayne talks to Ken Huynh about potential risks to assets or investments and how they can be protected in a good estate plan – giving you insight into what is subject to potential creditors’ claims, and what happens when one cannot pay back debts.
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  • Protecting Your Estate Plan, Part 2 June 29, 2019 – Today, Wayne talks to Ken Huynh about potential risks to assets or investments and how they can be protected in a good estate plan – giving you insight into what is subject to potential creditors’ claims, and what happens when one cannot pay back debts.
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  • Transferring Your Wealth to Your legacy June 22, 2019 – Today, Wayne talks to Henry Villanueva about legacy plans and how to transfer your wealth. Henry uses a case study to better explain various situations families might encounter and how to plan for them together.
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  • Transferring Your Wealth to Your Legacy, Part 2 June 22, 2019 – Today, Wayne talks to Henry Villanueva about legacy plans and how to transfer your wealth. Henry uses a case study to better explain various situations families might encounter and how to plan for them together.
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  • Entrepreneurship in Succession Planning June 15th, 2019 - Wayne talks with MacMillan Estate's Martine Tollefson and Meryl Coombs from Spruce It Up Garden Centre about entrepreneurship and succession planning for a family business.
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  • HELOC and Business Co-ownership June 8th, 2019 - This week, Wayne speaks with Henry Villanueva about a case study on applying for a home ownership line of credit or a "HELOC" as it pertains to the co ownership of a business by two people.
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  • Estate Administration & Probate, Part 2 June 1st, 2019 - Wayne continues with part two of his talk with Henry Villanueva about estate administration.
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  • Estate Administration & Probate May 25th, 2019 - This week, Wayne speaks with Henry Villanueva about estate administration and the responsibilities related to probating a will.
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  • Aspects of Succession Planning May 18th, 2019 - Succession planning is a big topic, and today Wayne Nelson and Henry Villanueva discuss some of the highlights, such as the sale and transfer of shares to family members, positioning a corporate structure, and how an estate freeze works.
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  • Passing Down Recreational Properties May 11th, 2019 - MacMillan Estate Planning legal counsel Henry Villanueva talks to Wayne about recreational properties and their role in your estate plan.
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  • What Counts as "Family"? May 4th, 2019 - When it comes to the family business, who do you really count as “family”? Wayne speaks with Henry Villanueva about the nuanced relationships behind a family business.
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  • Considering Family Harmony April 27th, 2019 - Wayne Nelson speaks with MacMillan Estate Planning legal counsel Henry Villanueva on valuing family harmony when preparing your estate, especially when considering problems of addiction or complex relationships.
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  • Business Partnerships & Friendships April 13th, 2019 - Wayne speaks with MacMillan Estate legal counsel Henry Villanueva about making sure business partners stay friends. What's needed to make that happen and the provisions that should be in place to help ensure success.
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  • Business Ownership Structures in Estate Planning April 6th, 2019 - Wayne speaks with MacMillan Estate's Henry Villanueva about estate planning for business owners.
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  • Mental Health for Beneficiaries March 30th, 2019 - Wayne speaks with Martine Tollefson and Ken Huynh about estate planning for beneficiaries with mental illness.
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  • Power of Attorney & Personal Directive March 23rd, 2019 - This week, Wayne speaks with Henry Villanueva about the importance of the enduring power of attorney and personal directive in the estate planning process.
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  • Philanthropy in Your Life Plan March 9th, 2019 - Wayne talks philanthropy with Calgary dentist Brad Krusky and follows up with Sherri MacMillan on how people can carry on with charitable contributions in their life plans.
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  • Depending on Your Executor March 2nd, 2019 - This week Wayne speaks with financial commentator Kelly Keane about the importance of having a good, reliable executor for your estate.
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  • Online Tools for Entrepreneurs February 23rd, 2019 - This week Wayne talks with Bonnie Elliott from The Business Development Bank of Canada about an online tool for entrepreneurs.
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  • Tax Planning & Statistics Canada February 16th, 2019 - Wayne speaks with Michael Wolfson, a former assistant chief statistician with Statistics Canada about tax planning.
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  • Defined Pension Plans February 9th, 2019 - Wayne speaks with Brenda Prisco of Aon Hewitt about the state of Canada's defined pension plans.
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  • Snowbirds, Healthcare, and Foreign Investment February 9th, 2019 - Wayne talks to Sherri MacMillan about snowbirds and having the right health care and knowing foreign investment rules.
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  • Start the New Year Right January 12th, 2019 - This week, Peter speaks with Sherri MacMillan about starting the new year with a new financial and retirement plan.
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  • What Makes a Good Estate Plan? January 5th, 2019 - This week, Peter speaks with Sherri MacMillan about the basic principles of a good estate plan.
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  • Canadian Frailty Network December 15th, 2018 - This week Peter speaks with Dr. John Muscedere of the Canadian Frailty Network, about a new report on aging and balancing medical needs with quality of life.
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  • Future of Small Businesses December 8th, 2018 - This week Peter speaks with Amber Ruddy of the Canadian Federation of Independent Business about a new survey on the future of small businesses in Canada.
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  • Holiday Fashion & The Sheldrick Trust December 1st, 2018 - This week Peter speaks with Calgary fashion designers Kate Hewko and Nicole Tomney about a charity fashion show benefiting the Sheldrick Trust, an elephant orphanage in Kenya.
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  • A Life Story with MacMillan Estate Planning November 24th, 2018 - This week Peter speaks with a Joan and John, a couple who are MacMillan Estate clients and their life story.
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  • Housing & Healthcare In Your Life Plan November 17th, 2018 - This week Peter speaks with Irene Martin-Lindsay, a seniors rights advocate about factoring housing and health care needs into a life plan.
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  • Discussing Travel Health Insurance November 10th, 2018 - Peter speaks with Will McAleer, head of the Travel Health Insurance Association of Canada about a recent survey done by his organization.
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  • National Pharmacare Program November 3rd, 2018 - This week, Peter speaks with Wanda Morris from the Canadian Association of Retired Persons about CARP's submission to the steering committee looking at a national pharmacare program.
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  • Services Available to Seniors October 27th, 2018 - This week, Peter speaks with Laura Tamblyn Watts from CARP: The Canadian Association of Retired Persons about the medicinal effects of cannabis and Linda Fawcus, who runs a company called Gluu Technologies about an email product developed for seniors.
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  • Enjoying Your Wealth October 20th, 2018 - This week Peter talks about enjoying the wealth you've created with Cruise Critic's Colleen McDaniel and travel insurance with Pam Murray from The Alberta Motor Association.
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  • Improving Seniors Care October 13th, 2018 - Peter speaks with Dr. Jasneet Parmar, an Edmonton based geriatric specialist who's been an advocate for better seniors care for more than 25 years.
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  • Healthcare & Seniors Care October 6th, 2018 - Peter speaks with Dr. Gigi Osler, the new president of the Canadian Medical Association about bringing more attention to seniors care.
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  • Common Types of Seniors Fraud September 29th, 2018 - This week Peter speaks with Susan Westenberger from the Calgary Police Service's Elder Abuse Response Team about seniors fraud.
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  • Living with Alzheimer's September 22nd, 2018 - Peter talks with Calgary businesswoman Connie Ruben, who wrote a book about dealing with a loved one with Alzheimer's disease.
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  • Understanding Changes to AISH September 15th, 2018 - This week, Peter speaks with the provincial minister of community and social services, Irfan Sabir about the AISH program for disabled Albertans.
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  • Albert's Business Climate September 8th, 2018 - This week Peter talks with Charles Lammam of the Fraser Institute about the current climate for business in Alberta.
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  • Speaking with the Minister for Seniors September 1st, 2018 - Peter speaks with Liberal MP Filomena Tassi, Minister for Seniors who has spent the first month of her term listening to Canadians about challenges that face seniors in Canada.
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  • Baby Boomers in the Housing Market August 25th, 2018 - This week Peter speaks with Calgary realtor John Hrypko, a broker with Royal LePage Real Estate about a new survey the company has released about baby boomers, and the role they play in the housing market.
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  • Supporting Senior Clients August 18th, 2018 - This week Peter speaks with Minal Upadhyaya of the Investments Funds Council of Canada about a video series to help advisors support senior clients.
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  • An inside look at the recent state of recreational properties in British Columbia. August 11th, 2018 - This week Peter speaks with Dave Beeson, a Kelowna based Royal LePage real estate broker about the state of recreational properties in British Columbia.
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  • Investor Services and Elder Orphans August 4th, 2018 - This week, Peter talks RESP with Chris Turchansky, head of Investor Services at ATB Financial and the topic of "elder orphans" with Stephanie Chamberlain, a PhD candidate in nursing at the U of A.
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  • National Pharmacare and Pharmaceutical Costs July 28th, 2018 - This week, Peter talks national pharmacare with Dr. Eric Hoskins, chair of an advisory council that has developed an online survey on the matter and with Kristin Acri of the Fraser Institute, who has just completed a study on how the pharmaceutical industry "might" react to Canada's desire to get drug costs under control.
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  • Volunteering with World Life Experience July 21st, 2018 - Peter talk philanthropy with Arianny Orellanes, a Venezualan woman who is travelling the world volunteering with World Life Experience.
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  • Physical, Mental, and Financial Health July 14th, 2018 - Peter interviews pastoral counselor Dr. Debra Meehl about the need to take care of your mind and body as well as your financial health.
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  • Why You Need a Financial Plan July 7th, 2018 - Peter talks with financial author Kelley Keehn about the risks of not having a financial plan.
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  • RVs & the Family Cottage June 30th, 2018 - This week, Peter speaks with Chris Mahony, President of Go RVing Canada. The RV fraternity comes from all ages and walks of life. He's then joined by Sherri MacMillan and Henry Villeneueva of MacMillan Estate Planning to talk about the family cottage - ensuring that it remains a family asset and not a liability.
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  • Investor Index Survey June 23rd, 2018 - This week Peter speaks with financial commentator Kelly Keane about seniors fraud and Allison Trollope, director of communications and investor education for the Alberta Securities Commission about some of the finding from the latest investor index survey.
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  • Why Create a Life Plan? June 16th, 2018 - This week, Peter speaks with Sherry MacMillan about some of the life factors that drive some folks to create a life plan.
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  • Canadian Association of Retired People June 9th, 2018 - This week, Peter speaks with Wanda Morris, vice president of advocacy for the Canadian Association of Retired People about the Canadian Pension Plan and that their retirement finances are already off to a decent start thanks to the fund.
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  • Passive Investment Changes & Retirement June 2nd, 2018 - This week Peter speaks with Dan Kelly, president of the Canadian Federation of Independent Business about passive investment in private Canadian controlled corporations and how changes to rules around these investments may affect their retirement plans.
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  • The Canadian Frailty Network May 26th, 2018 - This week Peter talks about frailty with Dr. John Muscedere - scientific director and CEO of the Canadian Frailty Network and the need for a national seniors strategy. He then talks probate with Henry Villenueva and Terrill Bish.
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  • Helping Your Parents with Their Estate May 19th, 2018 - This week Peter speaks with Henry Villaneueva and Sher MacMillan about the new trend in estate planning - children calling on behalf of the parents to begin the estate plan process.
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  • Caring for Our Elderly May 12th, 2018 - This week, Peter talks with Dr. Robert Sutherland, a neuro-scientist at the University of Lethbridge about a new research project trying to understand the origins of Alzheimers. He then speaks with Sandy Sereda , executive director of Caregivers Alberta about the importance of selecting a caregiver for elderly family members with dementia.
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  • Retirement Planning & Resources May 5th, 2018 - This week Peter speaks with financial advisor and author Larry Lovis about his new book "Mapping Your Retirement Road: A No Nonsense Guide to a Financially Better Life". His theme is similar to the approach taken by MacMillan Estate Planners - plan ahead and make sure you have the resources in place to protect the lifestyle you want to pursue.
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  • Life Planning & Addictions April 28th, 2018 - With addictions being a challenge for families who are crafting their life plans, Peter speaks with author and commentator Bill Bogart about opioids and the decriminalization of some drugs. Peter then speaks with Brian May, committee chair with a group from Human Resources, Skills and Social Development about a study it's releasing about advancing inclusion and quality of life for seniors.
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  • Charity, Community, and Trusts April 21st, 2018 - This week Peter speaks with Sheri MacMillan about Daphne Sheldrick, founder of The Sheldrick Trust - a charity that has raised 200 orphaned baby elephants in Africa. He's then joined by Lynn Preston, executive director of the Calgary Jewish Centre about the work they do in the city.
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  • Tax Planning & The Sheldrick Trust April 14th, 2018 - This week Peter talks to Sheri MacMillan about good tax planning in the first half of the program. In segment two, Peter talks with Rob Brandford, executive director of The Sheldrick Trust, a charity that fosters orphaned elephants in Africa...one of Sheri MacMillan's philanthropic projects.
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  • Investing for Seniors & New Vacancy Taxes April 7th, 2018 - This week Peter speaks with Katie Wamsley and Lindsay Logan from the Portfolio Managers Association of Canada about developing a new set of guideline on investing for seniors. Then he talks to Royal LePage CEO Phil Soper about the British Columbia governments new vacancy tax in certain communities in that province.
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  • Property Speculation Taxes & Philanthropy Work March 31st, 2018 - In the first half of the program, Peter talks about British Columbia's proposed property speculation taxes on vacant homes in that province. Later, the discussion turns to philanthropy with Calgary dentist Brad Krusky and the work he does in Guatamala.
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  • Keeping Mentally Sharp While We Age March 24th, 2018 - This week, Peter talks with Dr. Debra Meehl, a pastoral counselor and author about exercise: both body and mind with the goal of keeping mental sharpness as we age.
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  • Tax Planning for Estates March 17th, 2018 - Peter has a round table discussion about tax planning for estates with Henry Villanueva, Matine Tollefson and Ken Goddfrey, director of sales from Industrial Alliance Insurance.
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  • Philanthropy in Dentistry March 10th, 2018 - Peter talks with Calgary dentist Brad Krusky about philathropy and and his work with Dentistry For All, a charity that provides basic care to people in Guatemala.
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  • MacMillan Estate Plannings thoughts on this weeks federal budget. March 3rd, 2018 - This week, Peter speaks with Henry Villanueva, Martine Tollefson, and Sheri MacMillan about this weeks federal budget.
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  • Changes To The Upcoming Federal Budget February 24th, 2018 - Peter speaks with Ashley Ziee from the Canadian Federation of Independent Business about the upcoming federal budget changes.
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  • The Importance Of Having An Executor For Your Will February 17th, 2018 - Peter talks to Author and financial commentator Kelley Keehn about the importance of having an executor for your will.
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  • New Online Tools For Entrepreneurs February 10th, 2018 - Peter talks with Bonnie Elliott from the Business Development Bank of Canada about a new online tool available to entrepreneurs.
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  • Vulnerability Of Email & Phone Scams February 3rd, 2018 - Peter speaks with Kelley Keehn on the subject of phone and email scams, and the vulnerability of senerios, in particular.
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  • Recent Changes In Government Tax Policies. January 27th, 2018 - Peter talks with Michael Wolfson, former assistant chief statistician at Statistics Canada about his perspective on the most recent changes in government tax policy. He also speaks with Brenda Prysko of Aon Hewitt about defined benefit and defined contribution pension plans and how good planning can incorporate these funds into effective use during retirement years.
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  • Defined Benefit Pension Plans January 20th, 2018 - Peter talks with Brenda Prysko from Aon Hewitt about defined benefit pension plans and with Michael Wolfson, a member of the Centre for Health Law, Policy & Ethics at the University of Ottawa about recent changes to the Income Tax Act.
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  • Building A Life Plan That Encompasses Your Goals and Ambitions. January 13th, 2018 - Peter talks with Sheri MacMacMillan and Henry Villanueva about getting your financial house in order and building a life plan that encompasses what you want to achieve and defines how you expect to reach your goals.
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  • Are There Tax Implications For Spending Your Retirement Years Out Of Country? January 6th, 2018 - Peter talks with sheri MacMillan about spending retirement years out of the country and possible tax implications.
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  • Explore Common Myths Surrounding Wills December 30th, 2017 - Peter speaks with Sheri MacMillan about wills and the myths that surround them.
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  • The Sheldrick Trust December 23rd, 2017 - Peter talks with Brian Keating and Rob Brandford about the Sheldrick Trust, an African elephant refuge.
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  • A Follow Up On The Changes Of The Federal Income Tax Act December 16th, 2017 - Peter follows up with changes to the federal income tax act.
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  • Canadian Views On The Proposed Tax Changes December 9th, 2017 -Peter talks with Alberta Senator Doug Black, who is part of the Senate Finance Committee which has gone across the country in the past three months to collect Canadian viewpoints on proposed tax changes. Dan Kelly heads the Canadian Federation of Independent Business and says the government need to back off on trying to implement these changes be January 1st.
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  • An Aging Workforce December 2nd, 2017 -Peter speaks with Colin Busby, from the C.D. Howe Institute about the implications of people working past the normal retirement age and a greying workforce.
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  • A Discussion With FAIR Canada On Financial Abuse Of Seniors. November 25th, 2017 - Peter talks with Marian Passmore - co author of a research paper co-published by FAIR Canada and the Canadian Centre for Elder law about financial abuse of Seniors. Marian is director of policy at FAIR Canada, a national voice for investors in securities regulation.
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  • Investing strategies within the context of your life plan. November 18th, 2017 - Peter talks with Norman Ewing and Lisa Handfield about investing strategies within the context of your life plan.
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  • Business Succession November 4th, 2017 - Peter talks with Sheri MacMillan, Henry Villanueva and Norm Ewing about tax planning for the future.
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  • Brian Keating & Rob Brandford on the Sheldrick Trust. October 28th, 2017 - Peter talks with conservationists Brian Keating and Rob Brandford about the Sheldrick Trust, which rescues baby elephants in Africa and works to rehabilitate them so that they can live safely in the wild.
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  • The Federal Government's Announcement On Small Business Taxes. October 21st, 2017 - Peter speaks with Norman Ewing and Henry Villanueva about the federal government's announcement on small business taxes. Then the conversation continues with a case study on loans and gifts to children.
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  • Annual Tax Saving Exercises & A Recent Honor Given To Brian Keating From The Zoo. October 14th, 2017 - Peter speaks with Brian Keating who is a longtime conservationist with the Calgary Zoo about a recent honor given to him by the zoo. Plus Sheri MacMillan talks about tax planning as an annual exercise that takes place every fall.
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  • Planning early for the transition from one generation to the next. October 7th, 2017 - Peter talks with MacMillan's Norman Ewing, Martine Tollefson and Henry Villanueva about planning early for the transition from one generation to the next.
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  • Purposed Tax Changes For Small Businesses. October 1st, 2017 - Peter talks with Janet Riopel, president of the Edmonton chamber of commerce and Kevin Auch, chair of the Alberta Wheat Commision about the proposed tax changes for small businesses
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  • Changes to the income tax act and implications to business owners. September 23rd, 2017 - Peter continues on the topic of proposed changes to the income tax act and possible implications to business owners. His guests are Norman Ewing and Sheri MacMillan.
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  • How will the provincial economy affect investment and retirement plans? September 16th, 2017 - Peter talks with pollster Janet Brown and political observer Paul McLoughlin about the provincial economy and how it affects investment and retirement plans.
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  • How proposed changes to the income tax act will affect small businesses. September 9th, 2017 - Peter continues the discussion on the proposed changes to the income tax act regarding small businesses. His guests are Lisa Handfield, Sanjay Niker and Norman Ewing of MacMillan Estate Planning.
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  • Could Purposed Changes To The Income Tax Act Effect Small Businesses? Part 2 September 2nd, 2017 - Peter continues his series on proposed changes to the income tax act in regards to privately held Canadian corporations with Lisa Handfield and Norcam Ewing of MacMillan Estate Planning.
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  • Could Purposed Changes To The Income Tax Act Effect Small Businesses? August 26th, 2017 - Peter talks wth MacMillan's Sanjay Naicker and Lisa Handfield about proposed changes to the income tax act that could have an effect on small businesses and private corporations.
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  • Planning Early For Retirement August 21st, 2017 -This week, Peter talks with Kate Hewko, a jewelry designer who faces the challenges of starting a business as well as considering her retirement years.;
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  • True Peace Of Mind August 12th, 2017 -This week, on the Strongroom, Trust and estate planner, Norman Ewing and company founder, Sheri MacMillan, will share stories and talk about the plans they have developed to give their clients the peace-of-mind that comes from having a well-crafted, thoughtful estate plan for the years to come. 
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  • How Estate Planning Can Help Your Business July 22nd, 2017 - Join us for a conversation with Jevon A., an entrepreneur who services MacMillan Estate Planning. He discovered that having a MacMillan life plan has helped his business and helped his life.
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  • Find Peace of Mind June 15th, 2017 - Join us for a conversation with Joe and Dawn, two MacMillan clients who found peace of mind and the chance to live out some dreams in retirement, all thanks to having a MacMillan plan.
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  • Realize Your Dreams June 8th, 2017 - Join us for a conversation with Debra and Gary H., two MacMillan clients who built a plan that will allow them to realize dreams neither of them thought would be possible.
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  • The Importance of Starting Early June 17th, 2017 -Peter talks to Martine Tollefson about getting your paperwork in order, Norman Ewing about transitioning the principle residence and Henry Villanueva about transferring the business to either a member of the family or possibly a third party.
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  • A Well Crafted Plan June 10th, 2017 - Peter talks with Sheri MacMillan and Norm Ewing about developing a well-crafted life plan.
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  • Preparing for the Future June 3rd, 2017 - Peter talks with legal counsel Henry Villanueva about setting up a company while keeping the future in mind. In part two, Norman Ewing explains different ways for grandparents to share their wealth with a new generation.
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  • Starting Early for Retirement May 27th, 2017 - Peter talks with Martine Tollefson and Norm Ewing on how it’s never too early to plan for your retirement regardless of your current life situation. Good planning is the key to a stress free retirement and estate plan.
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  • May 20th, 2017 This week on The Strongroom, we'll talk about how getting started early is one of the keys to good estate planning - or life planning, as we like to call it - because what you are really doing is structuring a plan that protects assets, minimizes taxes, and provides peace of mind. We'll also talk about the vacation property and how to deal with the transition from the parent group to the next generation: and how to keep a place with lots of family memories from becoming a source of arguments and problems.
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  • Peace-Of-Mind May 13th, 2017 - This week, on the Strongroom, Trust and estate planner, Norman Ewing and company founder, Sheri MacMillan, will share stories and talk about the plans they have developed to give their clients the peace-of-mind that comes from having a well-crafted, thoughtful estate plan for the years to come.
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  • The Power Of Perseverance April 29th, 2017 - On this week's special edition of The Strongroom, MacMillan Estate Planning presents The Kate Hewko Story. It is more than a business success story. It is a real life example of what it means to persevere. Like Kate's bold and forward jewelry designs, she speaks openly about the ups and the downs in her career path as a business woman. It is an inspiring reminder that by making the best of setbacks in life we can turn adversity into advantage.
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  • The Cornerstone of Estate Planning April 22nd, 2017 - The cornerstone (or foundation stone) concept is derived from the first stone set in the construction of a masonry foundation. It is vitally important because all other stones will be set in reference to this stone, thus determining the position of the entire structure. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan explains why the cornerstone of sound estate planning is what's important to you and your family.
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  • Why Macmillan Estate Planning? April 15th, 2017- MacMillan Estate Planning has reached a significant milestone. 20 years in the business of bringing estate planning to life. On this week's edition of The Strongroom, Sheri MacMillan, the Founder and C-E-O of MacMillan Estate Planning, sheds an illuminating light on what makes the MacMillan approach unique. It's about a lot more than designing excellent tax and legal plans. The key is proactive life planning and understanding family dynamics.
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  • A Serious Estate Planning Challenge April 8th, 2017- A newspaper headline reads LIVING TO 100 IS NOW WITHIN SIGHT FOR THOUSANDS OF CANADIANS. It sights data from Statistics Canada that projects a dramatic increase in the number of centenarians in the years ahead. 17,000 by the year 2031 and almost 80,000 by the year 2061. This trend is driven by the ever increasing number of baby boomers and advances in health and nutrition. According to Trust and Estate Planning Specialist, Sheri MacMillan, the longevity factor should be a major motivation for families to build estate plans that protect their life’s work for the retirement phases of life.
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  • Setting Up Families to Succeed April 1st, 2017- Why is it so important for families to have the right estate plan in place? The fact is that having the wrong plan in place sets up families to fail in reaching their life and legacy goals. For 20 years, MacMillan Estate Planning has helped families safeguard their significance by having the right plan in place.
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  • The Collaborative Approach March 25th, 2017- Unfortunately, many estate planners often ignore important "family dynamic" issues. They focus on efficiently transferring possessions and financial assets while minimizing taxes. Important as those goals are, they ignore the broader picture. Holistic estate planning addresses the family’s realities by including grown children in the process of planning the transition from one generation to the next. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan sheds new light on this timely topic in advance of the upcoming MacMillan Estate Planning seminar, Thursday evening, March 30th.
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  • Estate Planning Excellence March 18th, 2017- This week marks a significant milestone for MacMillan Estate Planning. 20 years of estate planning excellence delivered. It is a remarkable business success story that has positively impacted the lives of many families. Join Founder and CEO, Sheri MacMillan for her insightful look at the timeless principles that continue to make MacMillan Estate Planning a yardstick of estate planning quality.
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  • Four Estate Planning Keys March 11th, 2017- Who needs estate planning; credentials you should look for in an estate planner; timely insights on tax planning and the importance of preserving family harmony. Four vital life planning topics Trust and Estate Planning specialist, Sheri MacMillan will discuss on this week's edition of The Strongroom.
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  • Making The Case March 4th, 2017 - Real life case studies powerfully illustrate why MacMillan Estate Planning stands out. On this week's Strongroom program, Sheri MacMillan and Martine Tollefson share case studies that highlight the benefits of trusts in protecting capital and minimizing tax.
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  •  Wealth Transfer February 25th, 2017 - A recent survey by RBC Wealth Management says over 75% of high net worth Canadians do not have a detailed plan in place to pass on their assets. The report estimates 400 billion dollars of wealth is going to change hands within a generation. Sheri MacMillan and Norman Ewing of MacMillan Estate Planning explore the timely wealth transfer issue on this week's edition of The Strongroom.
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  • Navigating The Tax Maze February 18th, 2017 - In a world of evolving tax policy and legislation, having the right tax strategies in place is of vital importance in protecting the value of an estate. Trust and Estate Planning Specialist, Sheri MacMillan guides listeners through this topic on this week's edition of The Strongroom. It is a timely discussion that helps preview the first MacMillan Estate Planning seminar of the year, Thursday evening, February 23rd.
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  • Promises, Promises February 11th, 2017 - Our guest experts this week are Sheri MacMillan and Norman Ewing with MacMillan Estate Planning. They cover two topics. The first is to explain why one of the best New Year's Resolutions you can make is following-through on executing a proper estate plan. Then Sheri and Norman look at important lessons families can learn from the case of "Prince".  The estate of the famed artist is in chaos in the aftermath of his passing because he didn't have an estate plan.
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  • The "Soft" Issues February 4th, 2017 - On this week's edition of The Strongroom, Sheri MacMillan and Martine Tollefson discuss the soft issues of estate planning, which are the deep-seeded emotional and psychological dynamics that often threaten family harmony. Their discussion includes a challenging case involving a family cottage.
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  • Understanding Trusts January 28th, 2017 - Trusts are not just for the rich and are not necessarily complex. They can be a very effective estate planning tool that helps preserve family harmony, minimize tax and benefits business owners. Trust and Estate Planning Specialist, Sheri MacMillan explains why trust planning is truly a life planning opportunity.
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  • 7 Reasons January 21st, 2017 - On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan draws on the wisdom of her in-depth experience to highlight seven key reasons why families need a well-designed estate plan. That list includes the number one misconception about estate planning.
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  • New Year's Resolution: Plan to Plan: January 14th, 2017 - According to consumer surveys the top New Year's Resolutions include staying fit and healthy, losing weight, spending less and saving more and spending more time with family and friends. These resolutions focus on when you are alive and well. But what happens if you are not so well, and are suddenly facing an issue like mental disability? Trust and Estate Planning Specialist, Sheri MacMillan discusses how a well-designed estate plan helps keep you in control.
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  • Setting Priorities: January 7th, 2017 - The beginning of a new year is a great time to set priorities in order. A priority families often overlook is making sure they have a comprehensive estate plan in place. It can be vital in safeguarding a family's financial security and legacy! Join Trust and Estate Planning Specialist, Sheri MacMillan as she guides you through the "why" of estate planning.
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  • A Legacy Of Growing Hope: December 31st, 2016 - We invite you to join us for our uplifting year-end presentation featuring Ralph and Glenda Dubienski. This Calgary husband and wife team devotes much time and effort to helping orphaned young people in Ethiopia and Rwanda reach their potential.
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  • A Legacy of Helping Others: December 24th, 2016 - What is the true spirit of philanthropy? The famous marathon runner, Martin Parnell helps answer that question on The Strongroom this week. He continues his amazing Living Legacy story which includes his inspirational effort in helping a woman in Afghanistan complete her first marathon against all odds.
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  • The Marathon Man: December 17th, 2016 - On this week's edition of The Strongroom we get to feature the inspiring story of a person who embodies the true spirit of philanthropy. Our very special guest is Martin Parnell who incredibly ran 250 marathons in one year at the age of 55. The real story is why he did it. It's all about his quest to make a difference in lives of disadvantaged children.
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  • A Gift Of Music: December 10th, 2016 - On this week's special presentation of The Strongroom, MacMillan Estate Planning, in the giving spirit of the season is pleased to present a most unique gift of music. Our guest is the internationally acclaimed cellist, Deryn Cullen from the U.K. She will introduce three of the most brilliant tracks from her master work album I Am Cello.
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  • Family Harmony: December 3rd, 2016 - On this week's Strongroom program, Trust and Estate Planning Specialist, Sheri MacMillan explains why proactive estate planning is so helpful in keeping family relationships intact. Sheri also talks about the meaning of "stewardship" as it relates to estate planning.
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  • The MacMillan Way: November 26th, 2016 - On this week's edition of The Strongroom, Sheri MacMillan, the Founder and President of MacMillan Estate Planning, outlines the estate planning principles that have guided her company's success for over two decades. These timeless principles will also be the key topics at the upcoming MacMillan Estate Planning seminar, coming up Wednesday evening, November 30th.
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  • There's Still Time: November 19th, 2016 - Strict new tax rules will in place on January 1st, 2017. Trust and Estate Planning Specialist, Sheri MacMillan says there still is time to implement tax planning strategies that will help mitigate the impact these tax increases will have on the value of an estate. The key though is being proactive and implementing them now, before the new tax legislation takes effect. Sheri explains the major benefits of proper tax planning on this week's Strongroom program.
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  • The Strongroom Approach: November 12th, 2016 - In historical times, royalty and noble class families used securely built 'Strong Rooms' to protect their wealth, important legal documents and treasured heirlooms. On this week's edition of The Strongroom radio program, Trust and Estate Planning Specialist, Sheri MacMillan explains how wise estate planning, like a Strong Room protects the assets of the wealthy today.
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  • Taking Care of Your Loved Ones: November 5th, 2016 - For many families, their estate plan begins and ends with a will. While having a will is important, it does not adequately address the many complexities in tax, law, and family dynamics. Trust and Estate Planning Specialist, Sheri MacMillan explains what a well-designed estate plan needs to include.
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  • Estate Planning for Peace Of Mind: October 29th, 2016 - With the economic downturn we're coming through, a top of mind topic for many people these days is protecting their assets for retirement. What is the key to achieving financial peace of mind in the retirement phases of life? Sheri MacMillan is joined by estate planner, Martine Tollefson to help answer that question on this week's Strongroom program, Saturday morning right after the 9 o'clock news on NEWS TALK 770.
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  • Being Proactive: October 22nd, 2016 - On this week's program, our estate planning experts, Sheri MacMillan and Norman Ewing talk about the powerful benefits of a tax saving strategy called an estate freeze. It's a very timely topic in light of the rigid new tax rules coming into effect on January 1st, 2017.
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  • Safeguard Your Family's Financial Future:  October 15th, 2016 - To help preview the upcoming MacMillan Estate Planning seminar, Wednesday, October 26th, Trust and Estate Planning Specialist, Sheri MacMillan explores the timely topic of tax planning. The rigid new tax rules coming into effect January 1st, 2017, will have a dramatic impact on the value of estates if proactive steps aren't taken now.
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  • The Challenge: October 8th, 2016 - It's a big challenge for families to protect their life's work, and that is why as Trust and Estate Planning Specialist, Sheri MacMillan explains, families need to have the right information on how to safeguard their financial future.
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  • Taxes & Trusts: October 1st, 2016 - Trust and Estate Planning Specialist, Sheri MacMillan explains why minimizing tax is a key to ensuring the financial future of your family and Sheri talks about why trusts are such a powerful estate planning tool. Listen Now

  • September Seminar Preview: September 24th, 2016 -Trust and Estate Planning Specialist, Sheri MacMillan covers two timely topics that will be key themes at the Sept. 29th MacMillan Estate Planning seminar. The first topic is the urgency of tax planning now because of new tax rules coming into effect January 1st, 2017. Sheri also explores the benefits of trust planning.
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  • Safeguards: September 17th, 2016 - How to protect family bloodlines and safeguarding retirement income will be two key topics Estate and Trust Planning Specialist, Sheri MacMillan will be discussing on this week's program.
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  • Peace of Mind: September 10th, 2016 - Whether you have already achieved your financial goals or want to safeguard the assets you are building, you need the peace of mind that comes from knowing your assets are protected now and in the future. Our Trust and Estate Planning Specialist shares her wisdom on this topic.
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  • Protect Your Wealth: September 3rd, 2016 - On this week's Strongroom program, our Trust and Estate Planning Specialist draws on the wealth of her experience, to outline why it's so vitally important for families to protect their wealth. We'll also have four tips that help you get going on completing your estate plan now.
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  • Effective Communication: August 27th, 2016 - Our special guest on the program today is Trudy Pelletier with SIMPLY MORE INC. AS A Communication Specialist for Business Families, Trudy helps simplify difficult conversations for business families dealing with succession, transition and conflicts.
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  • Tax Planning Now: August 20th, 2016 - What a difference good tax planning makes! New tax rules are coming into effect January 1st of 2017, and on this week's program our Trust and Estate Planning Specialist explains why the time to act is now.
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  • The Family Cottage: August 13th, 2016 - On this week's program, our Trust and Estate Planning Specialist explores the timely topic of keeping the family cottage in the family. The cottage can create big family fights, because it often triggers powerful emotions and longstanding family memories.
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  • Successful Business Succession: August 6th, 2016 - On this week’s edition of The Strongroom, expert advice on how to manage children’s expectations when it comes to transferring the family business. Estate planning is essential to anyone who owns a business because typically the business is the largest asset in the owner’s estate.
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  • Legal Matters: July 30th, 2016  - One of the cornerstones of estate planning is the legal aspect, and so this week's edition of The Strongroom focuses on the importance of knowing the law. Trust and Estate Planning Specialists will also discuss will kits.  
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  • In Trusts We Share: July 23rd, 2016 - On this week's edition of the program, we focus on trusts: one of the most powerful and yet often over-looked ways for families to protect their estates. Trust Planning Specialists will highlight the key benefits of trusts and how trusts work.
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  • Estate Planning Today: July 16th, 2016 - Estate planning doesn't have to be drudgery like a lot of people think. On this week's program, Estate Planning Specialists share their expert insights in guiding families through the process of safeguarding their life's work. 
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  • Making Wise Choices: July 9th, 2016 - Estate planning can be overwhelming for families, and there are many complexities in creating a comprehensive estate plan. That is why it’s very important to have the right information when it comes to estate planning options. 
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  • Safeguarding Strategies: July 2nd, 2016: - On this week's program, Trust and Estate Planning Specialists talk about bringing estate planning to life in the retirement phases of life. We also highlight several proven and powerful estate planning strategies. 
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  • Estate Freeze: June 25th, 2016 - With the new tax tables that are in place, there will be a significant impact on estates in the year of passing. This reality brings to light the importance of an estate planning technique called an Estate Freeze. Estate Planning Experts will share their expert insights on how it works.  
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  • Trusts and Legacies: June 18th, 2016 - On this week's Strongroom program Trust Planning Specialists provide expert insights on the power of Trusts as an estate planning tool and also discuss meaningful opportunities to leave a philanthropic legacy.
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  • Protect Your Estate: June 11th, 2016To protect your estate, what rules should be in place if there is a separation or a divorce? Estate Planning Specialists answer that question on this week's program and we learn why inheritances require protection from matrimonial claims. 
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  • Two Timely TopicsJune 4th, 2016 - This week's edition of The Strongroom covers two timely topics.  In the opening segment, learn why families need to protect their wealth. Then in segment two, discover four excellent tips that help listeners complete their estate plans now.   
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Can’t find the information you are looking for? Visit The Strongroom Radio Program on SoundCloud for even more of our shows!

Do you have an estate planning question or a story you would like to share? Simply submit your question and then listen to the upcoming broadcasts of The Strongroom Radio Program to hear Sheri MacMillan’s response.

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