Real Estate, Retirement & Building Wealth with Daniel Enns

In this episode, Shaun Denis sits down with Daniel Enns, investment advisor with the Enns Investment Management Group of RBC Wealth Management Dominion Securities, to explore the financial decisions behind major real estate moves.Recorded at Daniel’s office in Ottawa’s World Exchange Plaza, the conversation examines how buying, selling, downsizing, and unlocking home equity fit into a broader financial plan. Daniel discusses the importance of considering retirement goals, taxes, family needs, and long-term financial security.Shaun and Daniel also explore why more parents are helping their adult children enter the housing market and how families can transfer wealth when it can make the greatest difference.This conversation covers:Helping Children Enter the Housing Market How the Pandemic Reshaped Real Estate  Lifestyle-First Real Estate  Understanding Client Needs  Downsizing & Building Client Trust  Financial Planning & Education  Teaching Kids Financial Literacy  Inheritance & Family Dynamics  Bridge & Margin LoansFrom preparing for retirement to supporting the next generation, this episode offers a thoughtful look at how real estate, family, and financial planning intersect.Welcome back to the Umber Talks Podcast, Daniel Enns.