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Understanding Where The Markets Are Going

by Bruce Sellery | Apr 10, 2019 | Podcasts, Specific Segments

We talk to Western University Chuck Grace and Advocis president Greg Pollock about the Advocis Financial Advisors Index they developed and what it can tell us about the markets and the future. 

The Barriers Women Face In The World Of Personal Finance

by Bruce Sellery | Apr 10, 2019 | Podcasts, Specific Segments

We talk to Debbie McGrath from Echelon Wealth Partners about their white paper, Why Not Now. Which is about the many barriers women face in the world of personal finance.

Money And The Single Girl

by Bruce Sellery | Apr 10, 2019 | Podcasts, Specific Segments

We talk to authors Ardelle Harrison and Leslie McCormick about their book Bank On Yourself: Why Every Woman Should Plan Financially To Be Single, Even If She Is Not and the need to plan differently.

Helping Seniors Organize Personal Finance

by Bruce Sellery | Apr 10, 2019 | Podcasts, Specific Segments

We talk to Jill Chambers from Financial Concierge about their service specifically for seniors that helps them organize their personal finance.

A Look At The Gender Gap In Personal Finance

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

We talk to financial expert Robin Taub about the findings from a new study done by CPA Canada and is there really a gender financial gap or is it more a personality gap.

How To Make Passive Investing Work For You

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

We talk to Brendan Lee Young who co-founded Passiv, a web-based software program that helps you manage your investments with a passive strategy.

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