The Standard In The Financial Advice Industry
January 22, 2020
We talk to Cary List, president and CEO of FP Canada, about how rules and requirements for the financial advice industry will look like over the next decade.
How Old Age Security Fits In
January 22, 2020
We talk to Aurèle Courcelles from IG Wealth Management about how Old Age Security works and how to minimize clawbacks.
What To Do With Your Year-End Bonus
January 22, 2020
We talk to Jeremy Straub, the CEO of Coastal Wealth, about the do's and don'ts of what do to with that year-end bonus that you get.
Buying The Right Insurance
January 22, 2020
We talk to the CEO of PolicyAdvisor, Jiten Puri, about how their service helps you find the insurance policy that is right for you.
Paying Off Your Debts
January 22, 2020
We talk to Doug Hoyes, a Licensed Insolvency Trustee at Hoyes, Michalos & Associates, about the different ways to pay off your debt including filing for bankruptcy.
Full Episode - Banking on a bonus: What to do if you’re lucky enough to get one
January 21, 2020
What you should and shouldn’t do with your year-end bonus. Jeremy Straub, the CEO of Coastal Wealth, shares his tips. Then, filing for bankruptcy. Doug Hoyes, Licensed Insolvency Trustee at Hoyes, Michalos & Associates, takes us through the different options for Canadians. And, Jiten Puri, the CEO of PolicyAdvisor, tells us how this online service works and how can help users navigate different insurance policies. Plus, we’ll talk to Aurèle Courcelles from IG Wealth Management about the Old Age Security benefit and how to minimize clawbacks. And, FP Canada’s Cary List is here to talk about what to expect in the the decade ahead in the financial advice industry.
Tips To Become An Entrepreneur
January 16, 2020
We talk to Deborah McGrath, chief marketing officer and chief client officer at Echelon Wealth Partners, about tips for entrepreneurs before they decide to take the leap on their own.
Taking Time To Learn About Personal Finance
January 16, 2020
We talk to Kim Kukulowicz, senior vice president of residential sales at Equitable Bank, about stnce. An online personal finance resource hub she founded.
Improve Financial Planning Through Research
January 16, 2020
We talk to John DeGoey, chair of the FP Canada Research Foundation about its' objective to improve financial planning through research.
What’s Coming Up In The Next Decade For The Financial Advice Industry
January 16, 2020
We talk to Fern Karsh of FAIR Canada about what is next for the financial advice industry in the next 10 years.
