Estate Plans For Pets
We talk to Amy Deitz-Graham from BMO Nesbitt Burns about their focus on making pets a part of your estate plan so they are not forgotten.
Be More Female Focused In Advising
We talk to Judy Paradi and Paulette Filion, co-founders of StrategyMarketing.ca, about their book INVEST(IN)HER: The Smart Financial Advisor’s Guide to Winning with Female Clients in 6 Easy Steps.
The Importance of Having Strong Financial Literacy Skills
We talk to Mack Rogers, Executive Director of ABC Life Literacy Canada about the program they have developed to help build financial literacy skills.
Helping New Canadians Manage Their Money
We talk to Enoch Omololu, founder of Savvy New Canadians about the financial checklist they have developed for newcomers to Canada to help them manage their money when customs are different.
Changing Way Families Engage With Their Wealth
We talk to Hadielia Yassiri, head of Strategic Wealth Planning for the Forthlane Partners and their “Four Quadrant Approach” to get families to change their ways to look at wealth.
Hiring and Firing Your Kids
We talk to Jody Swain, founder of the Hire and Fire Kids app about teaching kids the value of money and work with a fun game.
