The Wealth and Wellness Podcast with Kalee Boisvert

In this episode, we welcome special guest Danica Doucette-Preville, Associate Lawyer, specializing in estate planning. Danica touches on the 3 main legal documents that are necessary for planning for your estate...

In this episode I am joined by special guest Tammy Sherger. Tammy shares her own personal journey of really stepping into, and owning her own worthiness and what inspired her to create the I am Worth it Project. Tammy shares some of the biggest challenges and beliefs that stand in the way of women truly embracing their worth...

In this episode we welcome special guest Christine N. (Little) Shepherd, one of the co-founders of Smith & Little LLP. Christine shares her journey of what inspired her to create a firm that is all about doing law differently and rethinking the way that law firms deliver services to clients. Christine unpacks some of the myths about couples moving in together or living with your significant other. We talk about some of the reasons why you may want to consider utilizing a cohabitation agreement...

November is financial literacy month in Canada so I am excited to share an investing and money focused topic by talking about RRSPs vs TFSAs. When it comes to investing it’s important to understand how each of these accounts work and the differences between the two. Both can be extremely beneficial in helping you reach your financial goals as they offer a place for you to invest without having to worry about paying tax on your investment gains and income...

In this episode we are talking all about mortgages! I am joined by special guest Tori Bosse, who shares her passion for supporting people with their mortgage needs. Tori shares why you may want to consider working with a broker rather than just going to the bank. She also gives an update for what has gone on with interest rates and mortgages in 2020. She talks about renewals, payout penalties, rental properties, credit ratings, and fixed versus variable rate mortgages...

In this episode we are joined by special guest Amanda Hess. Amanda shares her journey of how she discovered the power of coaching, and how passionate she is about helping her clients believe in themselves. She shares the pillars of confidence – self-trust, self-worth and self-belief. Amanda reminds us that the first step to self-love is about being willing to truly see ourselves. We talk about getting rid of the beating stick, and the strategy of doing a thought download...

In this episode we welcome special guest Zeina El-Sayed, founder of Trusted Divorce Services. Zeina shares her journey of what inspired her to create her company, and her mission to transform how Albertan couples get divorced. Zeina explains the ‘black hole of divorce’ and how it can be avoided. She introduces the concept of what it means to have a constructive divorce and how it can be achieved...

In this episode we are joined by special guest Michelle Munro. Michelle shares some of the gaps that women experience when it comes to their wealth – based on education, investing, health and longevity. She also talks about retirement and what women need to consider for planning for their own comfortable retirement. Michelle reminds how important it is for women to get invested and to embrace their roles as the chief investment officers in their households...

In this episode we are joined by special guest Karen Judge, who shares her personal story and why she is so passionate about exploring a new way to approach our mental wellness. Karen is on a mission to have to conversation around mental health be hopeful and bright. It is about changing the approach to one of helping people thrive (not just to survive)...

In this episode we are joined by special guest Michelle Cederberg. Michelle shares her journey of what brought her to the work she does today, and her passion for supporting others to live a BIG life. We talk about living your best life and the link between mind and body. Michelle gives us a peek of her book The Success Energy Equation by offering some insights and strategies directly from it. She also offers advice on goal setting, motivation, taking a pause, breath work, and exercise...