The Seven Deadly Financial Sins
January 16, 2020
We talk to Robyn Thompson, CFP and founder of Castlemark Wealth Management, about how to be a bit more "saintly" with your money.
Full Episode - The Seven Deadly Financial Sins
January 15, 2020
Leaving your nine to five job to pursue your dream. Deborah McGrath, Chief Marketing Officer at Echelon Wealth Partners, shares her tips for managing your money when you’re starting your own business. And, Castlemark’s Robyn Thompson joins us to talk about the seven deadly financial sins and how to remain virtuous. Then, an online resource for those looking to narrow the financial confidence gap. Kim Kukulowicz, Senior Vice President at Equitable Bank, tells us about “stnce”. Plus, John De Goey is here to explain the mission of the FP Canada Research Foundation.
A 10 Year Outlook On The Financial Advice Industry
December 18, 2019
We talk to Melissa Shin, the editorial director of Advisor's Edge, on what to expect in the financial advice industry over the next 10 years.
Everyone Has A Net Worth
December 18, 2019
We talk to the one known as Prairie FIRE Canada, Fred Khonje, on why you should be tracking your net worth.
The Complexity of Modern Finance
December 18, 2019
We talk to the founding partner of Riverwood Capital and author of How Money Became Dangerous: The inside story of our turbulent relationship with modern finance, Chris Varelas. He gives us three action items for financial reform.
Full Episode: Tracking your net worth
December 17, 2019
Tracking your net worth. Fred Khonje, also known as Prairie Fire, is here to tell you why and how you should do the calculation. And, we’ll talk to Chris Varelas, founding partner of Riverwood Capital, about his book How Money Became Dangerous: The Inside Story of our Turbulent Relationship with Modern Finance. Then, themed retirement communities are a growing trend -- for teachers, nuns and nudists (!) We’ll talk to Sue Johansen from A Place For Mom about the idea. Plus, Melissa Shin from Advisor’s Edge is here with a look at the decade ahead in the financial advice industry.
FlipGive: An Alternative to Team Fundraising
December 11, 2019
We talk to the CEO of FlipGive, Mark Bachman about how their app gives teams an alternative to traditional fundraising to earn cash.
What Happens After You Save For Retirement
December 11, 2019
We talk to Carol Bezaire, VP of tax, estate, and strategic philanthropy at Mackenzie Investments about what happens to your investments when you are transitioning to retirement.
Using Credit Card Points To Your Advantage
December 11, 2019
We talk to the CEO of Brim Financial, Rasha Katabi about the different ways Canadian consumers can use credit cards and credit card points to their advantage while shopping.
Improving Client Relations
December 11, 2019
We talk to Jason Pereira, senior financial consultant at Woodgate Financial about the new group, Financial Planning Association of Canada which has created standards for its members to help the focus on improving relationships with their clients.
