Creating Their Own Content
May 15, 2019
We talk to WealthSimple's creative director Mike Giepert on financial institutions' approach on creating their own content.
A Cashless Future
May 15, 2019
We talk to Equitable Bank's President and CEO Andrew Moor on why he believes it is time to move to a cashless society.
How To Build A Sustainable Business
May 15, 2019
We talk to author Jennifer Buchanan about her book, Wellness Incorporated: The Health Entrepreneur's Handbook on how to build a sustainable business in the health and wellness sector.
Keeping Financial Advisors Accountable
May 15, 2019
We talk to author John De Goey about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors and how we can keep financial advisors accountable for their mistakes.
What Happens When You Are Injured
May 15, 2019
We talk to personal injury lawyer Meghan M. Hull Jacquin about disability rights 101 and what options you have if you are injured off the job.
Disability Rights 101. All you need to know if you get injured
May 14, 2019
What happens when you’re injured? Personal Injury lawyer Meghan M. Hull Jacquin is here to with some disability rights 101. Then, holding your financial advisor accountable. Author and advisor John De Goey joins us to tell us about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors. And, Canada’s cashless future. We talk to Equitable Bank’s CEO Andrew Moor about the benefits and drawbacks of going digital. Plus, we talk to author Jennifer Buchanan about her new book Wellness Incorporated: The Health Entrepreneur’s Handbook.
How Canadians Feel About Investor Firms
May 8, 2019
We talk to Mike Foy from Wealth Management Practices about the recent study from J.D. Power which shows that satisfaction with Canadian investor firms is slipping and what it means for investors and the firms.
When To Start Worrying About Retirement Savings
May 8, 2019
We talk to Randy Cass, founder of NestWealth about this "Holy Trinity" of retirement savings and if you follow these steps saving for retirement will be a lot less challenging.
The Only Things Certain - Death and Taxes
May 8, 2019
We talk to John Natale from the AVP of Tax and Retirement Services at Manulife Financial about what you really need to know about death and taxes.
How To Find A Great Financial Advisor
May 8, 2019
We talk to Robert Irwin from MatchWorth about helping people make the perfect match with a financial advisor.
