by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
We talk to Tyler Fleming, the director of the Investor Office at the Ontario Securities Commission, on how the industry can use behavioural insights to protect older Canadians when it comes to investing and why is it important to have a Trusted Contact Person. Find...
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
We talk to Karim Nanji, CEO of Marble Financial, about the pro and cons of using a consumer proposal to help Canadians get out of debt and how to get out of it faster. Find more about Marble Financial on Twitter, Facebook and Instagram.
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
We talk to the founder and CEO of Blue Pier, James Pierlot, about launching the first pension plan for doctors and how it works. Find out more about Blue Pier on LinkedIn.
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
We talk to Jason Heath, certified financial planner at Objective Financial Partners Inc., about how seniors are not moving in droves upon retirement and how this could be affecting the housing market. Connect with Jason on Twitter and find out more about Objective...
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
As part of our financial blogger spotlight we focus on Tori and her blog, Her First 100K. Connect with Tori on Twitter, Facebook and Instagram.
by Bruce Sellery | Dec 15, 2020 | Full Episodes, Podcasts
The retirement downsizing myth: Why many seniors are choosing to stay put and how this will impact their financial plan, with Jason Heath from Objective Financial Partners. Why a consumer proposal might not be necessary or even helpful. Karim Nanji from Marble...
