Ep 14

🎙️ New Episode: Estate Planning Secrets You Can’t Afford to Miss

Probate. Taxes. Wealth transfer. These words might sound intimidating—but understanding them could save your family time, money, and stress.

In this episode, we’re joined by Whitney Hammond, CEO of Sovereign Wealth Management, and Kelly Ross, CEO of Ross Professional Corporation, for a powerful conversation on protecting your wealth and preparing for the future.

You’ll learn:

  • The truth about probate in Ontario—what it is, how long it takes, and how much it costs.

  • How to use life insurance investment strategies to bypass probate and give your loved ones quicker access to funds.

  • The pros and cons of different ways to structure cottage ownership—personal, corporate, or trust—and what each means for taxes and estate transfer.

  • Why professional guidance is critical (and how informal arrangements can backfire).

Whitney and Kelly don’t just share strategies—they share real insights to help you protect what matters most. Plus, you’ll hear an eye-opening statistic about financial fraud that everyone should know.

If you’ve ever wondered how to make smart, secure choices for your family’s future, this episode is a must-listen.

Whitney Hammond