Improve Financial Planning Through Research
We talk to John DeGoey, chair of the FP Canada Research Foundation about its’ objective to improve financial planning through research.
What’s Coming Up In The Next Decade For The Financial Advice Industry
We talk to Fern Karsh of FAIR Canada about what is next for the financial advice industry in the next 10 years.
The Seven Deadly Financial Sins
We talk to Robyn Thompson, CFP and founder of Castlemark Wealth Management, about how to be a bit more “saintly” with your money.
Full Episode – The Seven Deadly Financial Sins
Leaving your nine to five job to pursue your dream. Deborah McGrath, Chief Marketing Officer at Echelon Wealth Partners, shares her tips for managing your money when you’re starting your own business. And, Castlemark’s Robyn Thompson joins us to talk about the seven deadly financial sins and how to remain virtuous. Then, an online resource for those looking to narrow the financial confidence gap. Kim Kukulowicz, Senior Vice President at Equitable Bank, tells us about “stnce”. Plus, John De Goey is here to explain the mission of the FP Canada Research Foundation.
A 10 Year Outlook On The Financial Advice Industry
We talk to Melissa Shin, the editorial director of Advisor’s Edge, on what to expect in the financial advice industry over the next 10 years.
Everyone Has A Net Worth
We talk to the one known as Prairie FIRE Canada, Fred Khonje, on why you should be tracking your net worth.
