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.
Pets and your estate plan: Really? Yup. Really.
Pets are family too, so you might want to include them in your will. Amy Dietz-Graham, from BMO Nesbitt Burns will tell us how. Then, myths about active versus passive investing abound. Todd Schlanger from Vanguard is here to dispel them. And, Church+State CEO Ron Tite is here to tell us about his new book, Think. Do. Say: How To Seize Attention and Build Trust in a Busy, Busy World. Plus, managing the risk of cognitive impairment in your estate plan James Hunter from Echelon Wealth Partners. And, Judy Paradi and Paulette Filion on their book Invest in Her: The Smart Financial Advisor’s Guide to Winning Female Clients in 6 Easy Steps.
The Importance of Having Strong Financial Literacy Skills
We talk to Mack Rogers, Executive Director of ABC Life Literacy Canada about the program they have developed to help build financial literacy skills.
Helping New Canadians Manage Their Money
We talk to Enoch Omololu, founder of Savvy New Canadians about the financial checklist they have developed for newcomers to Canada to help them manage their money when customs are different.
Changing Way Families Engage With Their Wealth
We talk to Hadielia Yassiri, head of Strategic Wealth Planning for the Forthlane Partners and their “Four Quadrant Approach” to get families to change their ways to look at wealth.
