Improve Your Financial Literacy
We talk about Money Matters, a national program that helps Canadians improve their financial literacy.
Communicate Better With Your Financial Advisor
We talk to author Ellen Bessner about how to communicate better with your financial advisor and how to overcome certain challenges.
Love To Hate Tax Season But You Can Save
We talk to Echelon’s Omar Shaikh about five things you can do now to save on taxes.
Questrade’s New Questwealth Portfolio
We talk to Questrade COO, Steve Graham about their new product, Questwealth Portfolios. An improved version of Questrade Portfolio IQ.
How To Get That Down Payment For Your First House
We talk to finance professor Moshe Milevsky about how to amass the down payment for your first home.
Helping First-time Homebuyers Secure a Down Payment
Calling all first-time home buyers. We talk to finance professor Moshe Milevsky about how to amass your down payment. And, Questrade’s COO Stephen Graham is here to discuss their new, lower cost portfolios. And, five things you can do now to save on taxes, with Echelon’s Omar Shaikh (Shake). Then, Ellen Bessner joins us to talk about her latest book, Communication Risk: How to bridge the client advisor gap to protect and grow your business. Plus, we’ll talk to about the ABC Financial Literacy program called Money Matters.
