by Bruce Sellery | Jul 2, 2019 | Podcasts
Karin Mizgala from Money Coaches Canada is here to tell us about their investment report card that helps you assess your financial advisor’s performance. Then, estate planning for immigrants. Dentons’ Pia Hundal is here to tell what new Canadians should know when drafting their will. Salman Ahmed from Steadyhand joins us to tell us about financial stewardship. And, finding out what success really means to you. Author Laura Gassner Otting is here to tell us about her latest book Limitless: How to ignore everybody, carve your own path, and live your best life. Plus, Rewirement: Rewiring the way you think about retirement with Carson Group’s Jamie Hopkins.
by Bruce Sellery | Jun 26, 2019 | Podcasts, Specific Segments
We talk to Taylor Jacobson, the founder of FocusMate. Software made to help you improve the way you work.
by Bruce Sellery | Jun 26, 2019 | Podcasts, Specific Segments
We talk to the president of the Center For Effective Philanthropy, Phil Buchanan as he takes us through some fundraising etiquette tips.
by Bruce Sellery | Jun 26, 2019 | Podcasts, Specific Segments
We talk to Lesley-Anne Scorgie about what parental pitfalls there are and what you should be aware of before you go on leave.
by Bruce Sellery | Jun 26, 2019 | Podcasts, Specific Segments
We talk to Sandi Martin, a financial planner and partner at Spring Financial Planning on what exactly is a fee-based advisor and how you can work with one.
by Bruce Sellery | Jun 26, 2019 | Podcasts, Specific Segments
We talk to author Sarah Vermunt about her latest book, Career Rookie: A Get-It Together Guide for Grads, Students and Career Newbies for when you don’t know what to do with your life.