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Teens And Credit Cards

by Bruce Sellery | Oct 9, 2019 | Podcasts, Specific Segments

We talk to the Globe & Mail’s personal finance columnist, Rob Carrick, on why giving your teen a credit card might be a good thing.

Becoming More Effective With Your Money

by Bruce Sellery | Oct 3, 2019 | Podcasts, Specific Segments

We talk to marketing executive and speaker Ron Tite about his new book, Think. Do. Say. and its’ organizational approach for you to manage your money.

The Myths and Misconceptions of Passive and Active Investing

by Bruce Sellery | Oct 2, 2019 | Podcasts, Specific Segments

We talk to Todd Schlanger, senior investment strategist at Vanguard, as he debunks the myths and misconceptions of both passive and active investing.

Managing Cognitive Impairment In Estate Planning

by Bruce Sellery | Oct 2, 2019 | Podcasts, Specific Segments

We talk to James Hunter, head of Wealth Management at Echelon Wealth Partners about safeguarding your personal wealth before there is any cognitive impairment.

Estate Plans For Pets

by Bruce Sellery | Oct 2, 2019 | Podcasts, Specific Segments

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

by Bruce Sellery | Oct 2, 2019 | Podcasts, Specific Segments

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.

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