Becoming More Effective With Your Money
We talk to marketing executive and speaker Ron Tite about his new book, Think. Do. Say. and its’ organizational approach for you to manage your money.
The Myths and Misconceptions of Passive and Active Investing
We talk to Todd Schlanger, senior investment strategist at Vanguard, as he debunks the myths and misconceptions of both passive and active investing.
Managing Cognitive Impairment In Estate Planning
We talk to James Hunter, head of Wealth Management at Echelon Wealth Partners about safeguarding your personal wealth before there is any cognitive impairment.
Estate Plans For Pets
We talk to Amy Deitz-Graham from BMO Nesbitt Burns about their focus on making pets a part of your estate plan so they are not forgotten.
Be More Female Focused In Advising
We talk to Judy Paradi and Paulette Filion, co-founders of StrategyMarketing.ca, about their book INVEST(IN)HER: The Smart Financial Advisor’s Guide to Winning with Female Clients in 6 Easy Steps.
