Moolala: Money Made Simple with Bruce Sellery

Funding Adoption: The price you pay for something entirely priceless.

Kids are expensive.  But many families pay a lot of money before they even bring their kids home, because they’re building their family through adoption.  We’ll talk to a financial advisor for some advice on how to plan when you’re pursuing adoption. Then, once your gorgeous child is snuggled into bed, you’ll want to teach them a thing or two about money.  We’ll talk to the educator behind Kidonomics - a series of books about money, for kids under age 7.  Plus, Red Flags for Retirement.  A new investor study funded by the Ontario Securities Commission found that 38% of pre-retirees over the age of 45 had NO INVESTMENTS.  

Fossil Fuel Free Portfolio

We talk to Wayne Wachell about getting great performance numbers on a Fossil Fuel Free portfolio.

Getting Yield Into Your Portfolio

We talk to Tom Bradley with tips on how to get yield into your portfolio.

Loosen The Purse Strings

We talk to Linda Shick about reframing the value of a dollar in retirement.

Money & Manners

We talk to Sue Jacques about how we behave when it comes to our cash

The Folly of Frugality: Why some seniors need to get spending their stash of cash

Some seniors are sitting on piles of money, but insist on taking public transit home from chemo appointments.  We’ll reframe the “value of a dollar”, in retirement.  Then, Money & Manners.  If Emily Post were alive today, she’d have lots to say about how we behave when it comes to our cash.  We’ll also have some tips on how to get yield into your portfolio, and the latest performance numbers on a Fossil Fuel Free portfolio.

The New "Flat Fee" Mutual Fund

We talk to Alex Sasso about the new option of a "flat management fee" mutual fund.

The Investor Protection Clinic at Osgood Law School

We talk to Alex Despotovic and Ankita Gupta about the new resource for people who feel they have been done wrong in the investment world, the Investor Protection Clinic.

Regulators Using AI To Boost Their Effectiveness

We talk to Anthony Boright about the future of technology on the advisory business, and on regulation.

Will Financial Advisors become half human, half robot Cyborg’s

We talk to Kendra Thompson on the future of asset management and the role of hybrid advice and the bringing together machine learning and humans.