by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
Jonathan Hackett, Head of Sustainable Finance at BMO, explains how the bank’s Indigenous Bond channels capital to Indigenous-owned businesses, community infrastructure, and on-reserve lending while meeting institutional investor demand for measurable social impact. We...
by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
PWL Capital Portfolio manager, Dan Bartolotti, walks through how to support parents or relatives in financial trouble without sinking your own plan. We discuss assessing whether you can help via a real financial plan (not back-of-the-envelope), setting clear...
by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
Fee-only planner and author Shannon Lee Simmons shares the formative experience that shaped her approach to rainy-day money and why the act of saving beats chasing a perfect number. We cover how to size an emergency fund based on your income risk (entrepreneur vs....
by Bruce Sellery | Nov 4, 2025 | Full Episodes, Podcasts
In this episode of Moolala: Money Made Simple, host Bruce Sellery explores the “lightbulb moments” that change how we handle money. Fee-only planner and author Shannon Lee Simmons shares the personal story that shaped her approach to emergency funds, why the act of...
by Bruce Sellery | Oct 30, 2025 | Podcasts, Specific Segments
Becca Mintz, Vice-President of Credit & Data at Capital One Canada, clears up the biggest misconceptions about credit scores, like whether checking your score hurts it, if income matters, and how “soft” versus “hard” inquiries work. She offers practical tips for...
