by Bruce Sellery | Oct 11, 2022 | Full Episodes, Podcasts
How thinking about your future self can help you make better long-term financial decisions. Hal Hershfield, professor at UCLA’s Anderson School of Management, explains why. Then, practicing financial self-care. Capital One Canada President Patrick Ens shares his...
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
Parents look at life insurance is a way to protect their families financially but there is another wealth transfer strategy parents can consider is getting “whole life insurance policy” on their adult child as a way to save tax. This is called cascading insurance....
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
We talk to Stephanie Dean, manager of financial literacy at RBC Family Office Services, about what is a “family office” and how they support families that have a high net-worth with managing money, financial literacy and education.
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
We talk to Nicole McLaren, founder and CEO of Raven Reads and the Founder and Chair of the Indigenous Women’s Business Network, about the recent session of SOAR Digital Gathering of Indigenous Entrepreneurs and how they looked at how to reframe money as “medicine”....
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
We talk to Walid Hejazi, an Associate Professor of Economic Analysis and Policy and the Academic Director of Executive Programs at the Rotman School of Management, about the relevance of “halal” when it comes to banking and finance for the more than one million...
