by Bruce Sellery | Aug 15, 2017 | Podcasts
We all have social media accounts and documents stored on computers. But I would bet none of us have included those “digital assets” in our estate plan. We’ll look at why it might make sense and how to do it. And, walking a fine line on Financial Literacy. When it comes to the banks, how do we address the risk of a conflict of interest? We’ll talk to the incoming president of the Canadian Bankers Association. Then, success through storytelling. We’ll look at how sharing personal stories can improve financial outcomes.
by Bruce Sellery | Aug 9, 2017 | Podcasts, Specific Segments
We talk to Carol Lynde about the new choice for mutual funds from Bridgehouse Asset Management.
by Bruce Sellery | Aug 9, 2017 | Podcasts, Specific Segments
We play another round of ‘Ask Anything’. This time with Courtney Hare.
by Bruce Sellery | Aug 9, 2017 | Podcasts, Specific Segments
We talk to Alex Mazer about his group, Common Wealth, a new pension firm focused on modest earners.
by Bruce Sellery | Aug 9, 2017 | Podcasts, Specific Segments
We talk to Courtney Hare about the high costs of those with the least that pay the most in various financial services.
by Bruce Sellery | Aug 8, 2017 | Podcasts
Four percent seems high for a mortgage, right? How about 546 percent to borrow $100? These insane interest rates are common for many Canadians in dire financial straits. We’ll highlight the risks of high-cost financial products. We’ll also talk about Common Wealth, a new pension firm focused on modest earners. Plus how to kick start an RESP even if you have no money to contribute.
