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Taking the Next Steps in Business — with Guest Daniel Alfredson



Is it time to make a change in your professional or business life? 

David Vallieres is joined by Daniel Alfredson, Vice President of Client Services at Synergy Capital Solutions to discuss the tough questions that need to be answered when starting, expanding or exiting your business

In this episode, you will learn:

  • The types of businesses that Synergy Capital Solutions works with
  • What questions you need to ask yourself before starting your business
  • How the Synergy team can help with your exit strategy
  • And more!

Tune in to learn valuable information about starting your own, expanding, or exiting your business!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com 


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The Trusted Team



When it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind. 

In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces to you the team behind the scenes that are committed to helping you create your financial plan.

In this episode, you will learn:

  • The role the service team plays in the office functions
  • How Synergy Capital Solutions creates a  seamless experience between client and advisor
  • Who tracks and monitors your accounts on a regular basis
  • Why it’s important to have a trusted team on your side
  • And more!

From scheduling and marketing, to client concierge, tune in as David, Norton, Lisa, Anne and Jeff give you insight into  the office breakdown!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com 


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Investing 101: Back to Basics



When it comes to your investments, knowing the terms and phrases that your advisor is talking about can be very helpful.

David Vallieres is joined by Eric Nahat as they go back to basics with investment terms. Whether your investment knowledge is general or advanced, David and Eric are here to answer your questions. 

In this episode, you will learn:

  • Key investing phrases and terms
  • Many different kinds of stocks available 
  • Various investment terms, what they mean and how they work
  • And more!

Tune in to learn valuable information and language about investments!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

 


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Answering Your Frequently Asked Questions



When it comes to your finances, it is inevitable that you will have questions. Likely, your questions are common, and we’ve got the answers you’re looking for. 

David Vallieres is joined by Jordann Andrusiak, Norton Stern, and Jeff Allen to answer your frequently asked questions about financial planning, 

In this episode, you will learn:

  • Whether you should focus on investing or paying down debts
  • Some tips for saving for retirement
  • The difference between various education savings plans
  • Why it’s important for your family to be involved in financial planning
  • And more!

From short and long term investments, to retirement planning, wealth, and education, tune in as David, Jordann, Norton, and Jeff answer your questions!

Resources:  Synergy Capital Solutions | hello@synergycapitalsolutions.com


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A Deep Dive into Special Needs Trusts – With Bill Brown



A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life.

In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, and to discuss special needs trusts with a very special personal story.

In this episode, you will learn:

  • What a special needs trust is and who it helps
  • The benefits and potential drawbacks of this type of trust
  • The different types of special needs trusts
  • Bill’s personal connection with special needs trusts
  • And more!

Tune in to learn how a special needs trust can increase quality of life in applicable situations!

Resources:  Synergy Capital Solutions 


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Considerations for Estate Planning — with Mark and Alex Burns



One of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work? 

In this episode of Your Financial-Plan It, David Vallieres is joined again by Mark and Alex Burns to take a deep dive into estate planning and a deeper dive into wealth transfer.

In this episode, you will learn:

  • What estate planning is and the goals of wealth transfer
  • The two key areas of focus for Synergy Capital Solutions when it comes to wealth transfer 
  • Why it’s important to review estate plans regularly 
  • How a wealth transfer plan can benefit business owners
  • And more!

Tune in to do a deep dive on wealth transfer!

Resources:  Synergy Capital Solutions  


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Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric Nahat



It’s no secret that COVID-19 caused some big drops in the market, but recently, the rates seem to be picking up.

In this special market update episode of Your Financial-Plan It, David Vallieres is joined by Mark Burns and Eric Nahat to discuss and update you on several market aspects that have been impacted by the pandemic. 

In this episode, you will learn:

  • How the downward economic trends impacted markets, bonds, and investments 
  • How fiscal government policies supported financial re-opening 
  • How financial plans and emergency funds can ease the recovery process 
  • Some predictions for a possible second COVID-19 wave
  • And more!

Tune in to learn how the economic stimulus can help the markets recover more quickly. 

Resources:  Synergy Capital Solutions


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Helping Families Through Estate Planning with Norton Stern



Have you ever heard estate planning success stories?

In this episode, David Vallieres is joined again by Norton Stern to share stories of how estate planning has added value to family’s lives and addressed their biggest concerns. 

In this episode, you will learn:

  • Reasons to work with a fiduciary advisor
  • The pros and cons of having an institutional vs. known trustee 
  • Stories of estate planning successes
  • How often to review your trust

Tune in now to hear estate planning successes!

Resources:  Synergy Capital Solutions | hello@synergycapitalsolutions.com


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Constructing a Well-Versed Financial Plan



In this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan.  

Tune in now to learn how Synergy Capital Solutions takes the time to do the research to find the best possible solutions for their clients.

Resources: 

Synergy Capital Solutions| David Vallieres on LinkedIn | Mark Burns on LinkedIn


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Introduction to Estate Planning



In this special episode, David Vallieres is joined again by Jordann Andrusiak, and John McCarron team members at Synergy Capital Solutions. John splits his time between playing professional hockey and his financial career, currently studying for his CFP.  Today the team is taking the time to provide some explanation about some very important financial documents. 

Tune in now to learn how to you can ensure your wishes for your assets are adhered to incase the worst should happen.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Jordann Andrusiak on LinkedIn | John McCarron on LinkedIn