Shows / Your Estate Matters
Your Estate Matters
Welcome to Your Estate Matters with your host, Nicole Garton of Heritage Trust. Your Estate Matters is a podcast dedicated to everything estates, including building and preserving your legacy. If it's estate related, we'll be talking about it. We’re having the conversations today that will help Canadians protect their families, their assets and their legacies tomorrow.
Whether you are planning your own estate or are an executor for someone else’s, Heritage Trust can help. Partner with Heritage…
Episodes
- Your Estate Matters
Episode 73 - What Dead Dads Leave Behind with Scott Cunningham
After a serious head injury left his father depressed and suicidal, Scott Cunningham spent years wrestling with anger, grief and the belief that his father’s…
- Your Estate Matters
Episode 72 - Avoiding Family Drama Through Estate Planning with Steve Parr
In this week's episode of Your Estate Matters, Nicole and guest Steve Parr, founder of Parr Business Law in Vancouver, explore a fresh approach to estate…
- Your Estate Matters
Episode 71 - The Cash Flow Clock: Making Time Your Top Retirement Asset with Gary Preisser
In this episode of Your Estate Matters, Nicole speaks with financial planner Gary Preisser from Stonebriar Wealth Advisors about protecting retirement income…
- Your Estate Matters
Episode 70 - Embracing the Human Side of Dying with Caroline Derksen
In this episode of Your Estate Matters, Nicole speaks with Caroline Derksen, founder of End with Care Vancouver, about the growing role of end-of-life doulas…
- Your Estate Matters
Episode 69 - Estate Planning for Your Digital Life and Crypto Wealth with Demetre Vasilounis
In this episode of Your Estate Matters, host Nicole Garton speaks with Dmitri Vasilounis, a lawyer and trust and estate practitioner at RBC Wealth Management…
- Your Estate Matters
Episode 68 - How to Avoid Tax Surprises in Estate Planning with Amanda Doucette
In this week's episode of Your Estate Matters, Nicole speaks with renowned Canadian tax, trust, and estate lawyer Amanda Doucette (The Tax Chick) about the…
- Your Estate Matters
Episode 67 - Building a Business That Thrives Without You with Katie Bennett
In this episode of Your Estate Matters, Nicole speaks with Katie Bennett, a master certified chair with Mackay CEO Forums and founder of Double Black Diamond…
- Your Estate Matters
Episode 66 - Wills, AI, and Cybersecurity with Steve Parr
In this episode of Your Estate Matters, Nicole interviews Steve Parr, founder of Parr Business Law, about the critical intersection of corporate law and estate…
- Your Estate Matters
Episode 65 - How to Keep Your Company Thriving After You’re Gone with Michael Scott
In this episode of Your Estate Matters, Nicole speaks with estate planning lawyer Michael Scott, exploring the unique complexities business owners face when…
- Your Estate Matters
Episode 64 - How Executors Can Avoid Insolvent Estate Pitfalls with John Sandrelli
In this episode of Your Estate Matters, Nicole speaks with John Sandrelli, a seasoned restructuring and insolvency expert, about the complexities of insolvent…
- Your Estate Matters
Episode 63 - Breaking the Inner Glass Ceiling with Jen Murtagh
In this episode of Your Estate Matters, Nicole speaks with Jen Murtagh, co-founder of Maturn and creator of the Brave Connectedness framework that she employs…
- Your Estate Matters
Episode 62 - Secrets to Money and Relationship Harmony with Alyson Jones
In this week's episode, Nicole speaks with renowned therapist Alyson Jones about the complex relationship between money and couples. Together, they explore why…
- Your Estate Matters
Episode 61 - Understanding Cross-Border Tax and Estate Planning with Jonah Spiegelman
In this episode of Your Estate Matters, Nicole speaks with cross-border estate planning expert Jonah Spiegelman of Polaris Tax Counsel. Together, they explore…
- Your Estate Matters
Episode 60 - How to Safeguard Your Disabled Loved Ones in Your Estate Plan with Hugh McLellan
In this week's episode of Your Estate Matters, Nicole welcomes elder law expert Hugh McLellan to discuss estate planning for disabled beneficiaries in British…
- Your Estate Matters
Episode 59 - Protecting Vulnerable Adults from Financial Abuse with Kathleen Cunningham
In this episode of Your Estate Matters, expert Kathleen Cunningham shares her extensive experience in elder law and estate matters. The discussion explores the…
- Your Estate Matters
Episode 58 - Does Your Family Need a Personal CFO? with Frank Danielson
In this week's episode, Nicole welcomes Frank Danielson, a seasoned personal CFO and wealth mentor. Together, they explore the complexities of managing and…
- Your Estate Matters
Episode 57 - Optimizing Life Insurance for Wealth & Legacy with Vince Cardella
In our first episode of 2026, Nicole, interviews Vince Cardella, a seasoned financial advisor and co-founder and Principal at Promerita Group, about the vital…
- Your Estate Matters
Episode 56 - Smart Moves for Tough Family Decisions with Angela Thiele
What happens when four decades of family and estate law collide with real-life lessons about love, loss, and legacy? In this compelling episode of Your Estate…
- Your Estate Matters
Episode 55 - Balancing Tech and Human Connection in Law with Christopher Martin
In today's episode of Your Estate Matters, Nicole speaks with Chris Martin, Managing Partner at Lindsay Kenney, about his journey in litigation and the…
- Your Estate Matters
Episode 54 - Unpacking Trauma in Family Conflicts with Julie Gowthorpe
In this episode, Nicole interviews Dr. Julie Gowthorpe, a specialist in trauma and family dynamics. Dr. Gowthorpe explains the difference between simple and…
- Your Estate Matters
Episode 53 - The Best Way to Simplify Your Will-Making Process with Tim Hewson
In today's episode, Nicole speaks with Tim Hewson, co-founder of LegalWills, about the rise of online wills and their impact on estate planning. They discuss…
- Your Estate Matters
Episode 52 - The Emotional Journey to Financial Freedom with Jessica Moorhouse
In today's episode, Nicole and Greg welcome personal finance expert and host of the More Money podcast, Jessica Moorhouse. Jessica shares her journey from…
- Your Estate Matters
Episode 51 - Turning Memories into Legacies with Mali Bain
What stories from your life or family deserve to be remembered 100 years from now? This week Nicole and Greg sit down with Mali Bain, educator, facilitator…
- Your Estate Matters
Episode 50 - How the West Vancouver Foundation Transforms Local Lives with Denise Howell
In today's episode, Nicole and Greg chat with Denise Howell, Executive Director of Grants and Communications at the West Vancouver Foundation. Denise explains…
- Your Estate Matters
Episode 49 - The Conversations We Avoid and Why They Matter: Advance Care Planning with Connie Jorsvik
In todays episode of Your Estate Matters, Nicole and Greg sit down with Connie Jorsvik. Connie is a seasoned healthcare navigator, independent patient…
- Your Estate Matters
Episode 48 - How Philanthropy is Shaping the Future of Lionsgate Hospital with Louise Campbell
In this week's episode, Nicole and Greg welcome Louise Campbell, Vice President of the Lions Gate Hospital Foundation. Louise shares insights into the…
- Your Estate Matters
Episode 47 - Who Will Care When You’re Gone? Building Lifelong Networks for Loved Ones with Disabilities with Rebecca Pauls
In this episode of Your Estate Matters, Nicole and Greg sit down with Rebecca Pauls, Executive Director of the Plan Lifetime Advocacy Network (PLAN). Rebecca…
- Your Estate Matters
Episode 46 - Turning Your Legacy into a Lifeline for Animals with Yolanda Benoit
In this heartfelt episode of Your Estate Matters, Nicole and Greg sit down with Yolanda Benoit, Director of Wills & Estate Gifts at the BC SPCA, to explore how…
- Your Estate Matters
Episode 45 - The Role of Dying With Dignity Canada in End-of-Life Advocacy with Alex Muir
In today's episode, Greg and Nicole welcome Alex Muir, Chair of Metro Vancouver’s Dying With Dignity Canada. Together, they discuss the evolution of Medical…
- Your Estate Matters
Episode 44 - Why Mental Illness Should Change the Way You Plan Your Estate with Liz Charyna
In this powerful episode of Your Estate Matters, Nicole and Greg sit down with Liz Charyna, Executive Director of Pathways Serious Mental Illness Society…
- Your Estate Matters
Episode 43 - The Hidden Risks of Collectibles: What Every Executor Needs to Know with Steven Joe
When it comes to estate planning, unique assets like fine art, vintage wine, rare watches, and even Egyptian antiquities come with more than just sentimental…
- Your Estate Matters
Episode 42 - Divorce, Debt & Secrets Lenders Don’t Tell You: Sabeena Bubber on Protecting Your Estate
In this insightful episode of Your Estate Matters, Nicole and Greg welcome Sabeena Bubber, veteran mortgage broker and founder of The Divorce Circle. Sabeena…
- Your Estate Matters
Episode 41 - How Do You Settle an Insolvent Estate? With Holly Palmer
In this episode, Nicole and Greg welcome Holly Palmer, a licensed insolvency trustee with MNP, to discuss managing estates with more debts than assets. Holly…
- Your Estate Matters
Episode 40 - Art, Value & Legacy: Insights from Fine Art Appraiser Jim Finlay
In this fascinating episode of Your Estate Matters, Nicole and Greg sit down with Jim Finlay, accredited fine art appraiser and founder of Finlay Fine Art…
- Your Estate Matters
Episode 39 - What Mediation Can Do for Your Family with Edward Macaulay
When families fight over wills and inheritances, the courtroom isn’t the only way forward. In this insightful episode of Your Estate Matters, hosts Nicole and…
- Your Estate Matters
Episode 38 - How Cultural Traditions Shape Estate Planning with Perminder Tung
In today's episode, Nicole and Greg welcome estate lawyer Perminder Tung from Lindsay Kenney LLP to discuss the intersection of cultural traditions and estate…
- Your Estate Matters
Episode 37 - Building a Legacy: The Intersection of Faith, Family, and Community Service with Father Tim Prattas
In this compelling episode of Your Estate Matters, Nicole and Greg sit down with Father Tim Prattas, Parish Priest at Sts. Nicholas and Dimitrios Greek…
- Your Estate Matters
Episode 36 - Essential Steps to Prepare Your Estate and Ease the Burden on Your Heirs with Katrina Yaworsky
In this week's episode, Nicole and Greg are joined by estate lawyer Katrina Yaworsky from Lindsay Kenney LLP. Together, they explore the fundamentals of estate…
- Your Estate Matters
Episode 35 - How to Avoid Tax Surprises When Leaving or Returning to Canada with Areet Kaila
In this episode of Your Estate Matters, Nicole and Greg delve into the complexities of estate planning and tax matters, particularly for Canadians with…
- Your Estate Matters
Episode 34 - The Legal Implications of Spousal Status in Estate Matters with Aaron Pearl
In this week's episode, Nicole and Greg chat with Aaron Pearl, a seasoned estate litigator from Clark Wilson LLP, to unravel the complexities of defining a…
- Your Estate Matters
Episode 33 - Comprehensive Strategies for Securing Your Family’s Future with Rose Shawlee
In this week's episode, Nicole and Greg are joined by Rose Shawlee, a seasoned estate planning expert with 15 years of experience and a shareholder at Boughton…
- Your Estate Matters
Episode 32 - Empowering Women in Wealth with Catherine Dorazio
In this week's episode of Your Estate Matters, Nicole and Greg engage with Catherine Dorazio, a seasoned wealth advisor from Connor Clark & Lunn Private…
- Your Estate Matters
Episode 31 - The Best Strategies for Young Canadians to Build Wealth with Madison Mailey
In this week's episode, Nicole and Greg speak with Madison Mailey, a wealth and insurance advisor at Scotia McLeod. Madison, an Olympic gold medalist in…
- Your Estate Matters
Episode 30 - Understanding Family Dynamics in Estate Planning with Julia Chung
In this week's episode, Nicole and Greg chat with Julia Chung, CEO of Spring Planning, to explore the intricacies of estate planning and wealth transfer. Julia…
- Your Estate Matters
Episode 29 - Real Estate Insights from a Canadian Urban Planning Expert with Tegan Smith
This week, Nicole and Greg engage with Tegan Smith, CEO of Channel Consulting and founder of Uplift Fund. Tegan shares her 26 years of expertise in urban…
- Your Estate Matters
Episode 28 - Essential Estate Planning for Business Owners with Steve Parr
This week, Nicole and Greg welcome Steve Parr, a lawyer and founder of Parr Business Law, to discuss estate planning for business owners. Steve emphasizes the…
- Your Estate Matters
Episode 27 - How Financial Therapy Can Transform Your Relationship with Money with Natasha Knox
This week on Your Estate Matters, Nicole and Greg chat with Natasha Knox, a financial therapist and principal of Alaphia Financial Wellness. They explore the…
- Your Estate Matters
Episode 26 - Why You Should Choose an Independent Trust Company for Your Estate Planning with Sarah McGrath
In this episode of Your Estate Matters, Nicole and Greg, alongside guest Sarah McGrath from Heritage Trust, explore the benefits of professional executor and…
- Your Estate Matters
Episode 25 - Estate Planning for Canadians with U.S. Assets with Cheyenne Reese
In today's episode, Nicole and Greg chat with Cheyenne Reese, a partner at Legacy Tax and Trust Lawyers, to explore the intricacies of cross-border estate…
- Your Estate Matters
Episode 24 - Understanding the Needs of Ultra High Net Worth Families with Jonathan Beasley
In this episode of Your Estate Matters, Greg and Nicole chat with Jonathan Beasley, a high net worth relationship manager at Citibank Canada. The trio discuss…
- Your Estate Matters
Episode 23 - How Discussing Death Can Enrich Family Relationships with Alyson Jones
In this week's episode, Nicole and Greg engage in a compelling discussion with Alyson Jones, a renowned therapist, educator, and bestselling author. Alyson…
- Your Estate Matters
Episode 22 - Exploring Elder Care Solutions with Stephanie Chan
In this week's episode, Nicole Garton and Greg are joined by Stephanie Chan, Founder and CEO of myCareBase Solutions and Home to Home. The discussion centers…
- Your Estate Matters
Episode 21 - Understanding the Legal Framework of Estate Disputes with Scott Somers
In this episode of Your Estate Matters, Nicole and Greg chat with estate litigator Scott Somers from Lindsay Kenney LLP. The trio delve into the complexities…
- Your Estate Matters
Episode 20 - The Best Strategies for Minimizing Estate Taxes and Maximizing Your Legacy with Parveen Karsan
In this episode of Your Estate Matters, hosts Nicole and Greg sit down with expert tax lawyer Parveen Karsan to explore the world of estate tax planning. Join…
- Your Estate Matters
Episode 19 - Transforming Fear into Empowerment in End-of-Life Planning with Christa Ovenell
In this week's episode of Your Estate Matters, Nicole and Greg engage with Christa Ovenell, a licensed funeral director and end-of-life doula. Christa, founder…
- Your Estate Matters
Episode 18 - The Best Strategies for Multigenerational Wealth Planning with Shelly Appleton-Benko
In this week's episode of Your Estate Matters, Nicole and Greg welcome Shelly Appleton-Benko, Vice President, Director and Portfolio Manager at Odlum Brown…
- Your Estate Matters
Episode 17 - Understanding the Complexities of Wealth Transition with Cindy Radu
In this week's episode, Nicole and Greg welcome Cindy Radu, a family wealth transition advisor, to discuss the intricate journey of wealth transition and the…
- Your Estate Matters
Episode 16 - Navigating the Emotional Labyrinth of Estate Settlements witn Susan Mendel
In this week's episode Nicole and Greg discuss estate settlement services with guest Susan Mendel, co-owner of True North Executor Solutions. Susan shares her…
- Your Estate Matters
Episode 15 - How Professional Financial Advice Can Transform Your Estate Planning with Brian Brotherston
In this week's episode, Nicole and Greg discuss the importance of financial planning and estate management with Brian Brotherston, an experienced financial…
- Your Estate Matters
Episode 14 - Understanding Family Office Essentials for Lasting Success with Steve Ivacko
In this week's episode, Nicole and Greg discuss family offices with guest Steve Ivacko, a partner at MNP Family Office Services. Steve, with nearly 20 years of…