by Bruce Sellery | Dec 18, 2019 | Podcasts, Specific Segments
We talk to the founding partner of Riverwood Capital and author of How Money Became Dangerous: The inside story of our turbulent relationship with mondern finance, Chris Varelas. He gives us three action items for financial reform.
by Bruce Sellery | Dec 17, 2019 | Full Episodes, Podcasts
Tracking your net worth. Fred Khonje, also known as Prairie Fire, is here to tell you why and how you should do the calculation. And, we’ll talk to Chris Varelas, founding partner of Riverwood Capital, about his book How Money Became Dangerous: The Inside Story of our Turbulent Relationship with Modern Finance. Then, themed retirement communities are a growing trend — for teachers, nuns and nudists (!) We’ll talk to Sue Johansen from A Place For Mom about the idea. Plus, Melissa Shin from Advisor’s Edge is here with a look at the decade ahead in the financial advice industry.
by Bruce Sellery | Dec 11, 2019 | Podcasts, Specific Segments
We talk to the CEO of FlipGive, Mark Bachman about how their app gives teams an alternative to traditional fundraising to earn cash.
by Bruce Sellery | Dec 11, 2019 | Podcasts, Specific Segments
We talk to Carol Bezaire, VP of tax, estate, and strategic philanthropy at Mackenzie Investments about what happens to your investments when you are transitioning to retirement.
by Bruce Sellery | Dec 11, 2019 | Podcasts, Specific Segments
We talk to the CEO of Brim Financial, Rasha Katabi about the different ways Canadian consumers can use credit cards and credit card points to their advantage while shopping.
by Bruce Sellery | Dec 11, 2019 | Podcasts, Specific Segments
We talk to Jason Pereira, senior financial consultant at Woodgate Financial about the new group, Financial Planning Association of Canada which has created standards for its members to help the focus on improving relationships with their clients.