Episodes

Wednesday Oct 02, 2019
The Myths and Misconceptions of Passive and Active Investing
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
We talk to Todd Schlanger, senior investment strategist at Vanguard, as he debunks the myths and misconceptions of both passive and active investing.

Wednesday Oct 02, 2019
Managing Cognitive Impairment In Estate Planning
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
We talk to James Hunter, head of Wealth Management at Echelon Wealth Partners about safeguarding your personal wealth before there is any cognitive impairment.

Wednesday Oct 02, 2019
Estate Plans For Pets
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
We talk to Amy Deitz-Graham from BMO Nesbitt Burns about their focus on making pets a part of your estate plan so they are not forgotten.

Wednesday Oct 02, 2019
Be More Female Focused In Advising
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
We talk to Judy Paradi and Paulette Filion, co-founders of StrategyMarketing.ca, about their book INVEST(IN)HER: The Smart Financial Advisor's Guide to Winning Female Clients in 6 Easy Steps.

Wednesday Oct 02, 2019
Becoming More Effective With Your Money
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
We talk to marketing executive and speaker Ron Tite about his new book, Think. Do. Say. and its' organizational approach for you to manage your money.

Tuesday Oct 01, 2019
Pets and your estate plan: Really? Yup. Really.
Tuesday Oct 01, 2019
Tuesday Oct 01, 2019
Pets are family too, so you might want to include them in your will. Amy Dietz-Graham, from BMO Nesbitt Burns will tell us how. Then, myths about active versus passive investing abound. Todd Schlanger from Vanguard is here to dispel them. And, Church+State CEO Ron Tite is here to tell us about his new book, Think. Do. Say: How To Seize Attention and Build Trust in a Busy, Busy World. Plus, managing the risk of cognitive impairment in your estate plan James Hunter from Echelon Wealth Partners. And, Judy Paradi and Paulette Filion on their book Invest in Her: The Smart Financial Advisor’s Guide to Winning Female Clients in 6 Easy Steps.

Wednesday Sep 25, 2019
The Importance of Having Strong Financial Literacy Skills
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
We talk to Mack Rogers, Executive Director of ABC Life Literacy Canada about the program they have developed to help build financial literacy skills.

Wednesday Sep 25, 2019
Helping New Canadians Manage Their Money
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
We talk to Enoch Omololu, founder of Savvy New Canadians about the financial checklist they have developed for newcomers to Canada to help them manage their money when customs are different.

Wednesday Sep 25, 2019
Changing Way Families Engage With Their Wealth
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
We talk to Hadielia Yassiri, head of Strategic Wealth Planning for the Forthlane Partners and their "Four Quadrant Approach" to get families to change their ways to look at wealth.

Wednesday Sep 25, 2019
Hiring and Firing Your Kids
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
We talk to Jody Swain, founder of the Hire and Fire Kids app about teaching kids the value of money and work with a fun game.

