Keeping Track Of Your Investments
We talk to the CEO of Wealthica, Simon Boulet, on how they are giving you the option of keeping all of your investments in one portfolio so you can stay on track.
Full Episode: Getting the complete picture on your investments
Keeping track of various investment accounts can be complicated. Simon Boulet, CEO of Wealthica, is here to tell us how his fintech start-up will make it easier. And, how to raise your money smart kids. John Lanza introduces us to his Money Mammals, a cast of cute, cuddly animals that know a thing or two about personal finance. Then, managing the change from worker bee to retiree. Patricia Doyle, author of Retirement Transition, is here to share her tips on how you can best prepare for this stage in your life. Plus, Steven Arnott shares his Snowman’s Guide to Personal Finance. And, global asset manager Legal & General on why they are taking the Climate Impact Pledge.
Monetizing Soft Skills
We talk to the founder of Directions Canada, Anne Taylor, about her latest book called ‘Soft Skills, Hand Results: A practical guide to people skills for analytical leaders.
The Case For Longer-Term Mortgages
The Ten Commandments Of Investor Behaviour
We talk to behavioural finance expert, Daniel Crosby, as shares his ten commandments and how they can help advisors manage their clients’ needs.
