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.
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.
