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The Seven Deadly Financial Sins

by Bruce Sellery | Jan 16, 2020 | Podcasts, Specific Segments

We talk to Robyn Thompson, CFP and founder of Castlemark Wealth Management, about how to be a bit more “saintly” with your money.

A 10 Year Outlook On The Financial Advice Industry

by Bruce Sellery | Dec 18, 2019 | Podcasts, Specific Segments

We talk to Melissa Shin, the editorial director of Advisor’s Edge, on what to expect in the financial advice industry over the next 10 years.

Everyone Has A Net Worth

by Bruce Sellery | Dec 18, 2019 | Podcasts, Specific Segments

We talk to the one known as Prairie FIRE Canada, Fred Khonje, on why you should be tracking your net worth.

The Complexity of Modern Finance

by Bruce Sellery | Dec 18, 2019 | Podcasts, Specific Segments

We talk to the founding partner of Riverwood Capital and author of How Money Became Dangerous: The inside story of our turbulent relationship with mondern finance, Chris Varelas. He gives us three action items for financial reform.

FlipGive: An Alternative to Team Fundraising

by Bruce Sellery | Dec 11, 2019 | Podcasts, Specific Segments

We talk to the CEO of FlipGive, Mark Bachman about how their app gives teams an alternative to traditional fundraising to earn cash.

What Happens After You Save For Retirement

by Bruce Sellery | Dec 11, 2019 | Podcasts, Specific Segments

We talk to Carol Bezaire, VP of tax, estate, and strategic philanthropy at Mackenzie Investments about what happens to your investments when you are transitioning to retirement.

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