Videos
Back in My Day Series
Episode 1: Generational Finance
Episode 2: Building Wealth in Today's Economy
Episode 3: Generational Wealth Inheritance and Legacy Planning
The Pension Playbook Series
Welcome to the “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.
Each episode unpacks key topics:
- Episode 1: Starting Your Career
- Episode 2: Changing Jobs
- Episode 3: Babies & Buy Backs
- Episode 4: Divorce and Division of Assets
- Episode 5: Approaching Retirement
- Episode 6: Death of a Spouse
Episode 1: Starting Your Career
Episode 2: Changing Jobs
Episode 3: Babies & Buy Backs
Episode 4: Divorce and Division of Assets
Episode 5: Approaching Retirement
Episode 6: Death of a Spouse
Insurance Without the Snooze Button
Welcome to Insurance Without the Snooze Button — a candid conversation series that tackles insurance head-on, cutting through confusion, misconceptions, and avoidance around a topic many people put off.
Hosted by Joanne Kaban and Melissa McGuire of Isle Wealth at Raymond James, the series reframes insurance as a practical planning tool — one that protects income, independence, and the people who matter most.
📘 Each episode breaks down a key topic:
- Episode 1: Life Insurance Myths Busted: Scam or Essential Protection?
- Episode 2: The Insurance Everyone Ignores… Until They Need It: Disability & Critical Illness Explained
Episode 1: Life Insurance Myths Busted: Scam or Essential Protection?
Episode 2: The Insurance Everyone Ignores… Until They Need It: Disability & Critical Illness Explained
Can You Do Good and Make Money?
Welcome to Can You Do Good and Make Money? — a candid conversation exploring socially responsible investing and whether aligning your money with your values means compromising returns.
In this episode, Joanne and Melissa sit down with Landon Folz of NEI Investments to unpack what responsible investing really looks like today, why it has evolved from a niche concept into a mainstream strategy in Canada, and why it resonates so strongly with investors on Vancouver Island and beyond. 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. The conversation also tackles common myths around performance, diversification, and greenwashing, offering practical insight on balancing values with long-term financial goals.
Real Estate, Real Talk
Welcome to Real Estate, Real Talk — a candid conversation series where money meets the real-world realities of buying, selling, and owning real estate, without the hype or sales pitch.
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.
📘 Each episode breaks down a key topic:
- Episode 1: Inside the Oceanside Housing Market with Melissa Tracey
Ep 1: Inside the Oceanside Housing Market with Melissa Tracey
Joanne and Melissa talk the ins and outs of Oceanside real estate with relator Melissa Tracey. Learn the questions to ask your realtor if you're thinking of moving to Qualicum Beach or Parksville.
With over 10 years experience as a Realtor and a background in home building, Melissa bring a deep understanding of homes and the real estate process. Hear her share her insights in this episode of Money Talks, Life Listens.
Bridging Borders with a Cross-Border Accountant
Welcome to “Bridging Borders” – a two-part video series featuring cross-border accountant Raizy Marmorstein, focused on helping individuals and families navigate the tax, residency, and financial complexities between Canada and the U.S. 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.
📘 Each episode breaks down a key topic:
- Episode 1: Crossing North — What Americans Need to Know When Moving to Canada
- Episode 2: Southbound Strategies — Taxes, Snowbirds, and Retirement Across Borders
Led by financial planner Joanne Kaban, co-founder of Isle Wealth at Raymond James, and cross-border accountant Raizy Marmorstein of Cameron Izard Snell LLP, each episode offers practical insights, clear explanations, and real-life examples to help you avoid cross-border tax surprises, stay compliant, and protect your long-term wealth.
Ep 1: Crossing North
Ep 2: Southbound Strategies
Navigating Cross-Border Wealth
Welcome to “Navigating Cross-Border Wealth” – a five-part video series that explores the ins and outs of managing money between Canada and the U.S. Whether you’re a snowbird, dual citizen, cross-border worker, or just getting started with international financial planning, this series is your trusted guide.
📘 Each episode breaks down a key topic:
- Episode 1: Navigating Cross-Border Basics
- Episode 2: Tax Considerations for Cross-Border Individuals
- Episode 3: Retirement Planning Across Borders
- Episode 4: Real Estate and Cross-Border Investment Properties
- Episode 5: Estate Planning for Cross-Border Families
Led by financial planner Joanne Kaban—co-founder of Isle Wealth at Raymond James—each episode offers practical insights, real-life examples, and clear strategies to help you avoid costly mistakes and protect your wealth.
Ep 1: Navigating Cross-Border Basics
Ep 2: Tax Considerations for Cross-Border Individuals
Ep 3: Retirement Planning Across Borders
Ep 4: Real Estate Cross-Border Investment Properties
Ep 5: Estate Planning for Cross-Border Families
There Are No Bad Money Questions
Welcome to There Are No Bad Money Questions — an honest and relatable conversation about the thoughts people have about money but rarely say out loud. In this episode, Joanne and Melissa explore the quiet concerns that show up at every stage of wealth. Questions like “Are we really on track for
“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. This episode is a reminder that clarity doesn’t come from having all the answers — it comes from asking better questions. And in great planning, no question is off limits.
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.
Joined by Rob and Jasmin Fuller, the husband-and-wife team behind Glacial Organic Clay and Sylt Clay Company, the conversation traces their entrepreneurial journey from sustainable clay harvesting and Indigenous partnerships to building an ethical skincare brand rooted in environmental stewardship and community impact. The episode connects their story to the broader theme of socially responsible investing. At its core, this conversation reinforces a simple but powerful idea: money and meaning can coexist and socially responsible investing is most impactful when it is lived, not just labeled.
Can My Kids Really Handle This? Protecting Families with Trust Services
In this episode, Joanne and Melissa explore one of the most common questions in estate planning: “Can my kids really handle this?” — and what it means to protect families with professional trust services.
Joined by Samantha Russell, Associate Vice President of Estate & Trust Solutions, the conversation unpacks the real responsibilities involved in acting as an executor, trustee, or power of attorney. From managing complex estates to navigating family dynamics, Samantha explains why many families underestimate the administrative and emotional demands of these roles and how professional trust companies can help provide structure, continuity, and impartial oversight. 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.
Welcome to the Conversations Every Family Should Have in 2026
Welcome to The Conversations Every Family Should Have in 2026 — a practical discussion series focused on the financial and family conversations many people postpone, even though they play a critical role in long term planning.
Hosted by Joanne Kaban and Melissa McGuire of Isle Wealth at Raymond James, the series explores how thoughtful preparation and open communication can help families reduce uncertainty, navigate difficult moments more smoothly, and protect both financial stability and family relationships.
📘 Each episode breaks down a key topic:
- Episode 1: Getting Organized Before Life Gets Complicated
- Episode 2: Protecting Relationships, Not Just Assets
Ep 1: Getting Organized Before Life Gets Complicated
Ep 2: Protecting Relationships,Not Just Assets
Why the RDSP Might Be the Most Powerful Account You're Not Using
In this episode, Joanne and Melissa explore one of the most powerful yet often overlooked planning tools available to Canadians with disabilities: the Registered Disability Savings Plan (RDSP).
They break down how the RDSP works, who qualifies, and why it can play such an important role in building long term financial security. From contribution rules to government grants and bonds, the RDSP offers unique advantages that many families are not fully aware of. 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.
This episode is a reminder that the RDSP is not just a savings account. When used properly, it can be a powerful tool to maximize government support and create lasting financial security for individuals with disabilities and their families.
