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Low-Risk Investing for Entrepreneurs: Liquidity, Fees, and Avoiding “Prestige” Investments

by Bruce Sellery | Mar 11, 2026 | Podcasts, Specific Segments

Wealth manager and author Geoff Saab (Low Risk Rules) makes the case for simpler, lower-cost, fully liquid investing, especially for entrepreneurs who are used to taking risks in business. They talk about the hidden cost of fees, why illiquidity can be dangerous, and...

Employee Ownership Trusts in Canada: A New Succession Option for Business Owners

by Bruce Sellery | Mar 11, 2026 | Podcasts, Specific Segments

Jon Shell, Chair of Social Capital Partners and a board member at Employee Ownership Canada, explains employee ownership trusts (EOTs) and how they allow employees to collectively own a privately held business through a trust. They cover what changed in 2024, why...

Stock Lending (Securities Lending) Explained: How Investors Can Earn Extra Income

by Bruce Sellery | Mar 11, 2026 | Podcasts, Specific Segments

Wealthsimple’s David Mak explains how securities lending works for retail investors, including why someone would lend shares, what borrowers do with them, and how fees are set. Bruce asks the practical questions around risk, collateral, and whether lending affects...

Career Minimalism: What It Is, Why It’s Trending, and When It Makes Sense

by Bruce Sellery | Mar 11, 2026 | Podcasts, Specific Segments

Glassdoor career pivot strategist Janel Abrahami joins Bruce Sellery to unpack “career minimalism,” the trend of doing the bare minimum at work to make room for life outside the office. They discuss why it resonates with Gen Z and beyond, how it can be a seasonal...

Loans for International Students: How Libro Credit Union is Closing the Financing Gap

by Bruce Sellery | Mar 4, 2026 | Podcasts, Specific Segments

Tuition can be a major barrier for international students pursuing Canadian graduate programs. Shawn Good, President and CEO of Libro Credit Union, explains how Libro partners with leading business schools, including the Smith School of Business at Queen’s University,...

Divorce and Insurance: Beneficiaries, Coverage, and Timing Mistakes to Avoid

by Bruce Sellery | Mar 4, 2026 | Podcasts, Specific Segments

Divorce is emotionally and logistically overwhelming, which is exactly why insurance details can get missed. Farzana Damji, Senior Director at RBC Insurance, walks through the biggest pitfalls, including outdated beneficiaries, cancelling coverage too soon, and not...
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  • Low-Risk Investing for Entrepreneurs: Liquidity, Fees, and Avoiding “Prestige” Investments
  • Employee Ownership Trusts in Canada: A New Succession Option for Business Owners
  • Stock Lending (Securities Lending) Explained: How Investors Can Earn Extra Income
  • Career Minimalism: What It Is, Why It’s Trending, and When It Makes Sense
  • From Career Minimalism to Stock Lending: Smarter Moves for Work, Investing, and Ownership | Full Episode
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