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Bruce Sellery is a personal finance expert on a mission to help you get a handle on your money so you can live the life you want. He is high energy and low B.S.
Episodes
Tuesday Dec 04, 2018
Tuesday Dec 04, 2018
Calling all first-time home buyers. We talk to finance professor Moshe Milevsky about how to amass your down payment. And, Questrade’s COO Stephen Graham is here to discuss their new, lower cost portfolios. And, five things you can do now to save on taxes, with Echelon’s Omar Shaikh (Shake). Then, Ellen Bessner joins us to talk about her latest book, Communication Risk: How to bridge the client advisor gap to protect and grow your business. Plus, we’ll talk to about the ABC Financial Literacy program called Money Matters.
6 years ago
Hey Bruce, great podcast. When Omar was talking about withdrawing from a TFSA and not being able to replace that amount until the following year, that may confuse some people. If you’re TFSA was maxed out then that would be correct but if you still have contribution room that equals or exceeds the amount you withdrew then they could “replace” that amount before the next calendar year. And looking forward to hearing you speak at the AGF Roadshow on Monday, weather permitting.