by Bruce Sellery | Oct 24, 2017 | Podcasts
Perhaps Arnold Schwarzenegger will reprise his character for the film version of the investment industry’s transformation. We’ll look to the future of technology on the advisory business, and on regulation. We’ll also talk about the connection between gender and investment risk tolerance. And the new Investor Protection Clinic based at Osgoode Law School. Plus, all you can eat, for one price. That’s the idea behind a new “flat fee” mutual fund.
by Bruce Sellery | Oct 11, 2017 | Podcasts, Specific Segments
Jeff Dobbin joins us to talk about the resources available for families of kids with disabilities in planning for their future.
by Bruce Sellery | Oct 11, 2017 | Podcasts, Specific Segments
Author Joel Fleishman joins us to talk about his new book “Putting Wealth to Work” and questions the philanthropy view of ‘giving while living’ approach.
by Bruce Sellery | Oct 11, 2017 | Podcasts, Specific Segments
Jacob Charbonneau from FlightClaim.ca joins us to talk about fighting the fight on behalf of the customer.
by Bruce Sellery | Oct 10, 2017 | Podcasts
Your flight is delayed, overbooked, or cancelled. Aside from a losing your mind at the gate, or self-medicating at the bar, what can you do about it? A new venture called Flight Claim.ca aims to fight the fight on your behalf. Then, “Putting Wealth to Work” – a new book on philanthropy that questions the ‘giving while living’ approach. And, The Registered Disability Savings Plan. It’s a resource for families planning for the future of their kids with disabilities. We’ll talk about how it works.
by Bruce Sellery | Oct 4, 2017 | Podcasts, Specific Segments
We talk to Brandon Silbermann about where Millennials can go for financial advice.