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How Do Personality and Psychological Characteristics Affect a Portfolio

by Bruce Sellery | Nov 27, 2019 | Podcasts, Specific Segments

We talk to certified financial planner, Sarah Asebedo, on the findings from her study on how personality and psychological characteristics affect a portfolio.

The Difference Between Fee-Based and Fee-Only Financial Advice

by Bruce Sellery | Nov 27, 2019 | Podcasts, Specific Segments

We talk to the founder of Kind Wealth, David O’Leary, on the different costs associated with financial advice.

The Better Way To Choose Life Insurance

by Bruce Sellery | Nov 27, 2019 | Podcasts, Specific Segments

We talk to PolicyMe’s co-founder and President, Laura McKay, on how they are helping Canadians find what is the best life insurance policy is for them.

Improving Financial Success For Canadians

by Bruce Sellery | Nov 20, 2019 | Podcasts, Specific Segments

We talk to the founder and CEO of Mylo, Philip Barrar, on how they are helping Canadians with their banking and financial advice app.

Tips On Getting Out Of Debt

by Bruce Sellery | Nov 20, 2019 | Podcasts, Specific Segments

We talk to Credit Canada’s CEO, Laurie Campbell, on how Canadians are tackling their debt with optimism and tips on how you can get out of debt.

Credit is a Game

by Bruce Sellery | Nov 20, 2019 | Podcasts, Specific Segments

We talk to author, Richard Moxley, about his book The Credit Game: Rules Every Canadian Must Know to Win.

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