by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
Jonathan Hackett, Head of Sustainable Finance at BMO, explains how the bank’s Indigenous Bond channels capital to Indigenous-owned businesses, community infrastructure, and on-reserve lending while meeting institutional investor demand for measurable social impact. We...
by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
PWL Capital Portfolio manager, Dan Bartolotti, walks through how to support parents or relatives in financial trouble without sinking your own plan. We discuss assessing whether you can help via a real financial plan (not back-of-the-envelope), setting clear...
by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
Fee-only planner and author Shannon Lee Simmons shares the formative experience that shaped her approach to rainy-day money and why the act of saving beats chasing a perfect number. We cover how to size an emergency fund based on your income risk (entrepreneur vs....
by Bruce Sellery | Oct 30, 2025 | Podcasts, Specific Segments
Becca Mintz, Vice-President of Credit & Data at Capital One Canada, clears up the biggest misconceptions about credit scores, like whether checking your score hurts it, if income matters, and how “soft” versus “hard” inquiries work. She offers practical tips for...
by Bruce Sellery | Oct 29, 2025 | Podcasts, Specific Segments
Becky Western-Macfadyen, Manager of Financial Coaching and Education of Credit Canada, introduces EASE (Economic Abuse Support and Empowerment), a program designed to help survivors of intimate-partner violence recover financially. She explains how economic abuse...
by Bruce Sellery | Oct 29, 2025 | Podcasts, Specific Segments
Financial coach Alanna Abramsky, founder of Broad Money, explains seven proven ways to manage cash flow, from zero-based and 50/30/20 budgets to pay-yourself-first and the envelope system, and how to pick the one that aligns with your habits, goals, and income. Learn...
