FlipGive: An Alternative to Team Fundraising
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
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.
Using Credit Card Points To Your Advantage
We talk to the CEO of Brim Financial, Rasha Katabi about the different ways Canadian consumers can use credit cards and credit card points to their advantage while shopping.
Improving Client Relations
We talk to Jason Pereira, senior financial consultant at Woodgate Financial about the new group, Financial Planning Association of Canada which has created standards for its members to help the focus on improving relationships with their clients.
Learn To Take Charge Of Your Finances
We talk to the Dean of McGill University’s Desautels Faculty of Management, Professor Isabelle Bajeux-Bes-nai-nou about their Personal Finance Essentials online program that is trying to bridge the financial literacy gap.
Helping Adults Improve Their Financial Literacy Skills
We talk to both the executive director of ABC Life Literacy Canada, Jim Saclamacis, and the head of branch network for HSBC Canada, Mack Rogers, on the organizations latest Family Literacy First program.
