by Bruce Sellery | Mar 8, 2023 | Podcasts, Specific Segments
We are joined by Daniel Goldgut, co-founder and CEO of Epilogue, to talk about how to set up RESP’s to continue on even after death so that your kids can still get all the contributions. Find out more from Epilogue on Twitter, Facebook, Instagram and LinkedIn. Connect...
by Bruce Sellery | Mar 8, 2023 | Podcasts, Specific Segments
We have Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us share with how he described the pandemic as a retirement fire drill. Connect with Darren on LinkedIn and Facebook and find out more about Coleman Wealth on...
by Bruce Sellery | Mar 8, 2023 | Podcasts, Specific Segments
Waiting two weeks for pay day can be a challenge. Now you can get paid earlier with on-demand pay platforms and we have Aaron Fox, vice-president for Dayforce Wallet at Ceridian, joins us to talk about the on-demand pay platform that Ceridian has launched here in...
by Bruce Sellery | Mar 7, 2023 | Full Episodes, Podcasts
Get out of debt with a “credit card fast”. Lisa Samalonis tells us how she used this financial savings method to buy a home. And, getting paid without having to wait two weeks. Aaron Fox, vice-president of commercial for Dayforce Wallet at Ceridian, takes us through...
by Bruce Sellery | Feb 23, 2023 | Podcasts, Specific Segments
We have Paige Cornetet, author of My Dad’s Class: An Intentional Structure For Teaching Your Kids About Money and Life, join us to take us through some of the lesson activities she created for families to use after reading the book. Find out more at spendthen.com and...
by Bruce Sellery | Feb 22, 2023 | Podcasts, Specific Segments
Having investment accounts on both sides of the Canada/US border can have a number of challenges when it comes to managing your money. Shiraz Ahmed, a wealth management advisor and founder of Sartorial Wealth Team of Raymond James, joins us to talk about these...
